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 | $25,823 | $85,202-69.7% | $172,739-85.1% | $72,985-64.6% |
| Participation rate | 5.8% | 70.1%-64.3pp | 82.6%-76.8pp | 69.5%-63.7pp |
| Annual return | 30.03% | 27.32%+2.7pp | 802.84%-772.8pp | 81.00%-51.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $687 | $3,260-78.9% | $5,198-86.8% | $3,607-80.9% |
| Admin fee / account holder | $55 | $5,884-99.1% | $13,954-99.6% | $5,124-98.9% |