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 | $32,838 | $154,228-78.7% | $145,433-77.4% | $137,256-76.1% |
| Participation rate | 12.5% | 83.8%-71.3pp | 82.1%-69.6pp | 80.0%-67.5pp |
| Annual return | 12.73% | 74.59%-61.9pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $6 | $4,804-99.9% | $4,554-99.9% | $4,156-99.9% |
| Participant deferral / active EE | $249 | $8,216-97.0% | $7,897-96.8% | $6,407-96.1% |
| Admin fee / account holder | $248 | $14,344-98.3% | $13,129-98.1% | $12,270-98.0% |