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 7-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 | $19,634 | $154,228-87.3% | $145,433-86.5% | $137,256-85.7% |
| Participation rate | 7.1% | 83.8%-76.6pp | 82.1%-75.0pp | 80.0%-72.8pp |
| Annual return | 23.26% | 74.59%-51.3pp | 66.58%-43.3pp | 220.34%-197.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $499 | $8,216-93.9% | $7,897-93.7% | $6,407-92.2% |
| Admin fee / account holder | $109 | $14,344-99.2% | $13,129-99.2% | $12,270-99.1% |