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 | $10,967 | $114,381-90.4% | $107,525-89.8% | $142,382-92.3% |
| Participation rate | 54.5% | 78.1%-23.6pp | 75.1%-20.5pp | 80.1%-25.6pp |
| Annual return | 12.38% | 242.71%-230.3pp | 181.32%-168.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $379 | $4,015-90.6% | $3,754-89.9% | $4,299-91.2% |
| Participant deferral / active EE | $624 | $5,564-88.8% | $5,116-87.8% | $6,507-90.4% |
| Admin fee / account holder | $160 | $9,860-98.4% | $8,919-98.2% | $12,624-98.7% |