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 | $13,764 | $88,710-84.5% | $81,783-83.2% | $145,959-90.6% |
| Participation rate | 30.8% | 75.0%-44.3pp | 72.4%-41.6pp | 80.3%-49.5pp |
| Annual return | 9.75% | 1027.26%-1017.5pp | 775.05%-765.3pp | 561.95%-552.2pp |
| Employer contribution / active EE | $155 | $3,083-95.0% | $2,913-94.7% | $4,661-96.7% |
| Participant deferral / active EE | $155 | $4,645-96.7% | $4,320-96.4% | $6,689-97.7% |
| Admin fee / account holder | $249 | $8,407-97.0% | $7,380-96.6% | $13,398-98.1% |