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 6-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 | $19,907 | $88,710-77.6% | $81,783-75.7% | $145,959-86.4% |
| Participation rate | 18.8% | 75.0%-56.3pp | 72.4%-53.6pp | 80.3%-61.5pp |
| Annual return | 12.47% | 1027.26%-1014.8pp | 775.05%-762.6pp | 561.95%-549.5pp |
| Employer contribution / active EE | $271 | $3,083-91.2% | $2,913-90.7% | $4,661-94.2% |
| Participant deferral / active EE | $388 | $4,645-91.7% | $4,320-91.0% | $6,689-94.2% |
| Admin fee / account holder | $66 | $8,407-99.2% | $7,380-99.1% | $13,398-99.5% |