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 | $16,797 | $104,907-84.0% | $84,611-80.1% | $152,861-89.0% |
| Participation rate | 14.3% | 74.8%-60.5pp | 68.2%-53.9pp | 82.4%-68.2pp |
| Annual return | 23.55% | 373.79%-350.2pp | 258.74%-235.2pp | 345.32%-321.8pp |
| Employer contribution / active EE | $73 | $3,302-97.8% | $2,652-97.3% | $4,762-98.5% |
| Participant deferral / active EE | $87 | $4,688-98.1% | $3,899-97.8% | $5,850-98.5% |
| Admin fee / account holder | $259 | $6,241-95.8% | $4,912-94.7% | $11,596-97.8% |