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 | $35,584 | $111,724-68.2% | $93,606-62.0% | $145,922-75.6% |
| Participation rate | 7.7% | 74.2%-66.5pp | 68.7%-61.0pp | 80.3%-72.6pp |
| Annual return | 14.65% | 202.98%-188.3pp | 133.20%-118.5pp | 561.29%-546.6pp |
| Employer contribution / active EE | $42 | $3,090-98.6% | $2,420-98.3% | $4,660-99.1% |
| Participant deferral / active EE | $53 | $4,912-98.9% | $4,411-98.8% | $6,688-99.2% |
| Admin fee / account holder | $273 | $10,250-97.3% | $8,285-96.7% | $13,397-98.0% |