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 | $23,955 | $159,602-85.0% | $150,045-84.0% | $142,382-83.2% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.3%-42.3pp | 80.1%-40.1pp |
| Annual return | 17.24% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $320 | $4,961-93.6% | $4,693-93.2% | $4,299-92.6% |
| Participant deferral / active EE | $725 | $8,310-91.3% | $7,997-90.9% | $6,507-88.9% |
| Admin fee / account holder | $148 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |