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 | $16,190 | $102,966-84.3% | $90,281-82.1% | $152,861-89.4% |
| Participation rate | 5.6% | 75.9%-70.3pp | 73.3%-67.7pp | 82.4%-76.9pp |
| Annual return | 21.82% | 95.16%-73.3pp | 78.10%-56.3pp | 345.32%-323.5pp |
| Employer contribution / active EE | $89 | $3,139-97.2% | $2,854-96.9% | $4,762-98.1% |
| Participant deferral / active EE | $111 | $4,281-97.4% | $3,885-97.1% | $5,850-98.1% |
| Admin fee / account holder | $63 | $6,171-99.0% | $5,351-98.8% | $11,596-99.5% |