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 9-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 | $20,345 | $159,602-87.3% | $150,045-86.4% | $142,382-85.7% |
| Participation rate | 30.8% | 84.0%-53.2pp | 82.3%-51.6pp | 80.1%-49.4pp |
| Annual return | 17.08% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,946 | $8,310-76.6% | $7,997-75.7% | $6,507-70.1% |
| Admin fee / account holder | $213 | $14,846-98.6% | $13,435-98.4% | $12,624-98.3% |