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 | $13,767 | $117,983-88.3% | $101,794-86.5% | $142,382-90.3% |
| Participation rate | 18.8% | 74.2%-55.5pp | 69.2%-50.4pp | 80.1%-61.4pp |
| Annual return | 12.29% | 36.92%-24.6pp | 30.53%-18.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $324 | $4,714-93.1% | $4,084-92.1% | $6,507-95.0% |
| Admin fee / account holder | $103 | $10,433-99.0% | $8,777-98.8% | $12,624-99.2% |