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 | $33,838 | $214,378-84.2% | $200,582-83.1% | $142,382-76.2% |
| Participation rate | 4.5% | 87.4%-82.9pp | 86.9%-82.3pp | 80.1%-75.6pp |
| Annual return | 18.08% | 46.41%-28.3pp | 42.33%-24.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $17 | $6,841-99.7% | $6,419-99.7% | $4,299-99.6% |
| Participant deferral / active EE | $109 | $9,865-98.9% | $9,331-98.8% | $6,507-98.3% |
| Admin fee / account holder | $202 | $17,692-98.9% | $16,305-98.8% | $12,624-98.4% |