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 | $28,127 | $107,334-73.8% | $92,893-69.7% | $152,861-81.6% |
| Participation rate | 12.5% | 79.8%-67.3pp | 76.0%-63.5pp | 82.4%-69.9pp |
| Annual return | 29.05% | 145.58%-116.5pp | 109.41%-80.4pp | 345.32%-316.3pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $771 | $4,845-84.1% | $4,236-81.8% | $5,850-86.8% |
| Admin fee / account holder | $50 | $7,079-99.3% | $5,794-99.1% | $11,596-99.6% |