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 | $27,345 | $95,561-71.4% | $77,163-64.6% | $139,434-80.4% |
| Participation rate | 42.9% | 73.9%-31.1pp | 69.6%-26.7pp | 80.3%-37.5pp |
| Annual return | 20.50% | 54.92%-34.4pp | 37.87%-17.4pp | 372.94%-352.4pp |
| Employer contribution / active EE | $295 | $3,147-90.6% | $2,535-88.3% | $4,751-93.8% |
| Participant deferral / active EE | $687 | $4,624-85.1% | $3,833-82.1% | $6,710-89.8% |
| Admin fee / account holder | $17 | $8,295-99.8% | $5,472-99.7% | $11,403-99.8% |