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 | $16,794 | $97,125-82.7% | $86,233-80.5% | $137,256-87.8% |
| Participation rate | 6.3% | 74.2%-67.9pp | 69.0%-62.8pp | 80.0%-73.7pp |
| Annual return | 20.31% | 74.19%-53.9pp | 61.39%-41.1pp | 220.34%-200.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $334 | $5,180-93.5% | $4,559-92.7% | $6,407-94.8% |
| Admin fee / account holder | $173 | $9,725-98.2% | $8,342-97.9% | $12,270-98.6% |