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 7-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 | $18,827 | $115,770-83.7% | $101,248-81.4% | $158,922-88.2% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 20.38% | 56.14%-35.8pp | 46.47%-26.1pp | 302.83%-282.4pp |
| Employer contribution / active EE | $199 | $4,175-95.2% | $3,660-94.6% | $4,761-95.8% |
| Participant deferral / active EE | $996 | $4,957-79.9% | $4,370-77.2% | $5,982-83.4% |
| Admin fee / account holder | $177 | $7,245-97.6% | $5,945-97.0% | $11,246-98.4% |