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 | $60,746 | $210,648-71.2% | $177,989-65.9% | $145,922-58.4% |
| Participation rate | 12.5% | 80.8%-68.3pp | 77.1%-64.6pp | 80.3%-67.8pp |
| Annual return | 9.87% | 385.86%-376.0pp | 294.48%-284.6pp | 561.29%-551.4pp |
| Employer contribution / active EE | $241 | $4,565-94.7% | $3,949-93.9% | $4,660-94.8% |
| Participant deferral / active EE | $501 | $6,958-92.8% | $6,276-92.0% | $6,688-92.5% |
| Admin fee / account holder | $60 | $12,013-99.5% | $10,363-99.4% | $13,397-99.6% |