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 | $24,328 | $176,056-86.2% | $159,436-84.7% | $167,490-85.5% |
| Participation rate | 26.7% | 84.9%-58.3pp | 82.8%-56.2pp | 82.1%-55.4pp |
| Annual return | 24.22% | 331.75%-307.5pp | 263.57%-239.4pp | 478.56%-454.3pp |
| Employer contribution / active EE | $654 | $5,297-87.6% | $4,829-86.4% | $4,837-86.5% |
| Participant deferral / active EE | $1,305 | $7,750-83.2% | $7,352-82.2% | $6,341-79.4% |
| Admin fee / account holder | $125 | $12,554-99.0% | $10,799-98.8% | $12,309-99.0% |