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 | $18,064 | $133,922-86.5% | $116,228-84.5% | $142,382-87.3% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.6%-37.1pp | 80.1%-42.6pp |
| Annual return | 21.17% | 147.76%-126.6pp | 90.06%-68.9pp | 217.08%-195.9pp |
| Employer contribution / active EE | $87 | $3,446-97.5% | $2,994-97.1% | $4,299-98.0% |
| Participant deferral / active EE | $713 | $5,672-87.4% | $4,953-85.6% | $6,507-89.0% |
| Admin fee / account holder | $121 | $14,945-99.2% | $11,989-99.0% | $12,624-99.0% |