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 9-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 | $43,847 | $152,587-71.3% | $125,175-65.0% | $152,861-71.3% |
| Participation rate | 13.3% | 83.3%-70.0pp | 79.8%-66.4pp | 82.4%-69.1pp |
| Annual return | 16.10% | 54.84%-38.7pp | 43.79%-27.7pp | 345.32%-329.2pp |
| Employer contribution / active EE | $641 | $4,946-87.0% | $3,865-83.4% | $4,762-86.5% |
| Participant deferral / active EE | $827 | $5,868-85.9% | $4,937-83.3% | $5,850-85.9% |
| Admin fee / account holder | $30 | $13,434-99.8% | $9,702-99.7% | $11,596-99.7% |