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 | $20,016 | $96,635-79.3% | $86,612-76.9% | $139,434-85.6% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 16.84% | 106.41%-89.6pp | 591.07%-574.2pp | 372.94%-356.1pp |
| Employer contribution / active EE | $206 | $3,263-93.7% | $3,022-93.2% | $4,751-95.7% |
| Participant deferral / active EE | $206 | $4,836-95.7% | $4,438-95.4% | $6,710-96.9% |
| Admin fee / account holder | $268 | $6,408-95.8% | $5,614-95.2% | $11,403-97.6% |