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 | $17,241 | $96,305-82.1% | $80,569-78.6% | $139,434-87.6% |
| Participation rate | 18.2% | 73.6%-55.4pp | 67.0%-48.8pp | 80.3%-62.1pp |
| Annual return | 16.62% | 1350.08%-1333.5pp | 935.43%-918.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $55 | $5,232-99.0% | $4,447-98.8% | $6,710-99.2% |
| Admin fee / account holder | $223 | $6,599-96.6% | $5,377-95.8% | $11,403-98.0% |