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 | $18,185 | $96,305-81.1% | $80,569-77.4% | $139,434-87.0% |
| Participation rate | 14.3% | 73.6%-59.3pp | 67.0%-52.7pp | 80.3%-66.0pp |
| Annual return | 24.34% | 1350.08%-1325.7pp | 935.43%-911.1pp | 372.94%-348.6pp |
| Employer contribution / active EE | $238 | $3,262-92.7% | $2,723-91.3% | $4,751-95.0% |
| Participant deferral / active EE | $510 | $5,232-90.3% | $4,447-88.5% | $6,710-92.4% |
| Admin fee / account holder | $62 | $6,599-99.1% | $5,377-98.8% | $11,403-99.5% |