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 3-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 | $29,234 | $183,519-84.1% | $155,509-81.2% | $145,922-80.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 14.93% | 61.17%-46.2pp | 64.67%-49.7pp | 561.29%-546.4pp |
| Employer contribution / active EE | $185 | $5,313-96.5% | $4,672-96.0% | $4,660-96.0% |
| Participant deferral / active EE | $449 | $6,462-93.0% | $5,626-92.0% | $6,688-93.3% |
| Admin fee / account holder | $116 | $19,313-99.4% | $15,912-99.3% | $13,397-99.1% |