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 | $17,874 | $107,334-83.3% | $92,893-80.8% | $152,861-88.3% |
| Participation rate | 26.7% | 79.8%-53.1pp | 76.0%-49.3pp | 82.4%-55.8pp |
| Annual return | 26.41% | 145.58%-119.2pp | 109.41%-83.0pp | 345.32%-318.9pp |
| Employer contribution / active EE | $665 | $4,221-84.3% | $3,653-81.8% | $4,762-86.0% |
| Participant deferral / active EE | $1,241 | $4,845-74.4% | $4,236-70.7% | $5,850-78.8% |
| Admin fee / account holder | $101 | $7,079-98.6% | $5,794-98.3% | $11,596-99.1% |