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 | $19,912 | $127,065-84.3% | $113,168-82.4% | $142,382-86.0% |
| Participation rate | 17.4% | 79.2%-61.8pp | 76.6%-59.2pp | 80.1%-62.7pp |
| Annual return | 21.34% | 24.03%-2.7pp | 24.27%-2.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $254 | $3,442-92.6% | $2,975-91.4% | $4,299-94.1% |
| Participant deferral / active EE | $537 | $5,716-90.6% | $5,107-89.5% | $6,507-91.7% |
| Admin fee / account holder | $86 | $15,736-99.5% | $12,068-99.3% | $12,624-99.3% |