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 | $36,920 | $115,770-68.1% | $101,248-63.5% | $158,922-76.8% |
| Participation rate | 13.3% | 79.4%-66.0pp | 75.8%-62.5pp | 82.0%-68.6pp |
| Annual return | 16.76% | 56.14%-39.4pp | 46.47%-29.7pp | 302.83%-286.1pp |
| Employer contribution / active EE | $186 | $4,175-95.5% | $3,660-94.9% | $4,761-96.1% |
| Participant deferral / active EE | $465 | $4,957-90.6% | $4,370-89.4% | $5,982-92.2% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |