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 | $19,648 | $117,841-83.3% | $102,423-80.8% | $145,922-86.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 13.91% | 31.65%-17.7pp | 29.32%-15.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $405 | $3,615-88.8% | $3,023-86.6% | $4,660-91.3% |
| Participant deferral / active EE | $627 | $5,731-89.1% | $5,053-87.6% | $6,688-90.6% |
| Admin fee / account holder | $83 | $13,326-99.4% | $9,451-99.1% | $13,397-99.4% |