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 9-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 | $9,014 | $87,166-89.7% | $76,735-88.3% | $137,256-93.4% |
| Participation rate | 27.3% | 74.4%-47.1pp | 69.5%-42.2pp | 80.0%-52.7pp |
| Annual return | 16.27% | 26.50%-10.2pp | 29.77%-13.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $378 | $2,904-87.0% | $2,454-84.6% | $4,156-90.9% |
| Participant deferral / active EE | $595 | $4,726-87.4% | $4,088-85.4% | $6,407-90.7% |
| Admin fee / account holder | $186 | $8,403-97.8% | $7,189-97.4% | $12,270-98.5% |