See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,731 | $159,901-87.0% | $146,958-85.9% | $145,922-85.8% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.8pp |
| Annual return | 9.99% | 98.13%-88.1pp | 418.34%-408.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $422 | $5,286-92.0% | $4,933-91.5% | $4,660-90.9% |
| Participant deferral / active EE | $601 | $8,428-92.9% | $8,070-92.6% | $6,688-91.0% |
| Admin fee / account holder | $253 | $15,044-98.3% | $12,998-98.1% | $13,397-98.1% |