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 | $26,819 | $138,044-80.6% | $125,339-78.6% | $134,475-80.1% |
| Participation rate | 11.1% | 84.5%-73.4pp | 82.4%-71.3pp | 81.2%-70.1pp |
| Annual return | -19.33% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $504 | $5,243-90.4% | $4,814-89.5% | $4,740-89.4% |
| Participant deferral / active EE | $738 | $7,799-90.5% | $7,446-90.1% | $6,400-88.5% |
| Admin fee / account holder | $186 | $11,571-98.4% | $10,010-98.1% | $11,426-98.4% |