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 8-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 | $24,029 | $107,334-77.6% | $92,893-74.1% | $152,861-84.3% |
| Participation rate | 16.7% | 79.8%-63.1pp | 76.0%-59.3pp | 82.4%-65.8pp |
| Annual return | 14.96% | 145.58%-130.6pp | 109.41%-94.5pp | 345.32%-330.4pp |
| Employer contribution / active EE | $173 | $4,221-95.9% | $3,653-95.3% | $4,762-96.4% |
| Participant deferral / active EE | $570 | $4,845-88.2% | $4,236-86.5% | $5,850-90.3% |
| Admin fee / account holder | $19 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |