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 6-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 | $12,497 | $74,888-83.3% | $71,209-82.5% | $142,382-91.2% |
| Participation rate | 11.1% | 76.2%-65.1pp | 73.8%-62.6pp | 80.1%-69.0pp |
| Annual return | 17.84% | 345.14%-327.3pp | 282.51%-264.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $219 | $2,854-92.3% | $2,721-91.9% | $4,299-94.9% |
| Participant deferral / active EE | $209 | $4,454-95.3% | $4,175-95.0% | $6,507-96.8% |
| Admin fee / account holder | $76 | $5,568-98.6% | $5,349-98.6% | $12,624-99.4% |