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 | $19,864 | $121,625-83.7% | $104,607-81.0% | $158,922-87.5% |
| Participation rate | 8.3% | 77.5%-69.2pp | 74.1%-65.7pp | 82.0%-73.6pp |
| Annual return | 31.93% | 465.26%-433.3pp | 340.46%-308.5pp | 302.83%-270.9pp |
| Employer contribution / active EE | $153 | $3,163-95.2% | $2,681-94.3% | $4,761-96.8% |
| Participant deferral / active EE | $397 | $4,177-90.5% | $3,740-89.4% | $5,982-93.4% |
| Admin fee / account holder | $78 | $7,787-99.0% | $6,473-98.8% | $11,246-99.3% |