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 5-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 | $23,719 | $177,572-86.6% | $154,803-84.7% | $142,382-83.3% |
| Participation rate | 14.3% | 82.1%-67.8pp | 78.1%-63.8pp | 80.1%-65.8pp |
| Annual return | 18.21% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3 | $4,810-99.9% | $4,305-99.9% | $4,299-99.9% |
| Participant deferral / active EE | $907 | $6,272-85.5% | $5,540-83.6% | $6,507-86.1% |
| Admin fee / account holder | $264 | $16,786-98.4% | $14,329-98.2% | $12,624-97.9% |