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 | $13,937 | $65,409-78.7% | $98,442-85.8% | $85,850-83.8% |
| Participation rate | 15.2% | 65.0%-49.8pp | 73.3%-58.1pp | 69.3%-54.1pp |
| Annual return | 20.97% | 21.76%-0.8pp | 1492.73%-1471.8pp | 318.53%-297.6pp |
| Employer contribution / active EE | $132 | $2,168-93.9% | $2,960-95.5% | $2,565-94.8% |
| Participant deferral / active EE | $323 | $3,166-89.8% | $4,276-92.4% | $3,952-91.8% |
| Admin fee / account holder | $293 | $4,593-93.6% | $5,949-95.1% | $6,260-95.3% |