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 7-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 | $10,327 | $74,888-86.2% | $71,209-85.5% | $142,382-92.7% |
| Participation rate | 36.4% | 76.2%-39.9pp | 73.8%-37.4pp | 80.1%-43.8pp |
| Annual return | 16.69% | 345.14%-328.5pp | 282.51%-265.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2 | $2,854-99.9% | $2,721-99.9% | $4,299-100.0% |
| Participant deferral / active EE | $404 | $4,454-90.9% | $4,175-90.3% | $6,507-93.8% |
| Admin fee / account holder | $137 | $5,568-97.5% | $5,349-97.4% | $12,624-98.9% |