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 8-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 | $19,481 | $104,486-81.4% | $76,817-74.6% | $152,861-87.3% |
| Participation rate | 22.2% | 76.6%-54.4pp | 72.1%-49.9pp | 82.4%-60.2pp |
| Annual return | 22.59% | 1013.37%-990.8pp | 1166.11%-1143.5pp | 345.32%-322.7pp |
| Employer contribution / active EE | $264 | $3,116-91.5% | $2,302-88.5% | $4,762-94.5% |
| Participant deferral / active EE | $254 | $4,236-94.0% | $3,336-92.4% | $5,850-95.7% |
| Admin fee / account holder | $151 | $12,275-98.8% | $6,420-97.6% | $11,596-98.7% |