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 | $22,321 | $183,519-87.8% | $155,509-85.6% | $145,922-84.7% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.7pp | 80.3%-35.8pp |
| Annual return | 14.17% | 61.17%-47.0pp | 64.67%-50.5pp | 561.29%-547.1pp |
| Employer contribution / active EE | $331 | $5,313-93.8% | $4,672-92.9% | $4,660-92.9% |
| Participant deferral / active EE | $790 | $6,462-87.8% | $5,626-86.0% | $6,688-88.2% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |