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 6-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 | $21,207 | $176,056-88.0% | $159,436-86.7% | $167,490-87.3% |
| Participation rate | 11.8% | 84.9%-73.2pp | 82.8%-71.1pp | 82.1%-70.3pp |
| Annual return | 27.42% | 331.75%-304.3pp | 263.57%-236.2pp | 478.56%-451.1pp |
| Employer contribution / active EE | $230 | $5,297-95.7% | $4,829-95.2% | $4,837-95.3% |
| Participant deferral / active EE | $873 | $7,750-88.7% | $7,352-88.1% | $6,341-86.2% |
| Admin fee / account holder | $66 | $12,554-99.5% | $10,799-99.4% | $12,309-99.5% |