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 | $32,094 | $88,751-63.8% | $81,812-60.8% | $145,922-78.0% |
| Participation rate | 15.8% | 75.0%-59.2pp | 72.3%-56.6pp | 80.3%-64.5pp |
| Annual return | 13.31% | 1025.40%-1012.1pp | 773.79%-760.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $109 | $3,083-96.5% | $2,912-96.3% | $4,660-97.7% |
| Participant deferral / active EE | $129 | $4,643-97.2% | $4,319-97.0% | $6,688-98.1% |
| Admin fee / account holder | $69 | $8,415-99.2% | $7,386-99.1% | $13,397-99.5% |