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 | $18,345 | $74,888-75.5% | $71,209-74.2% | $142,382-87.1% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 19.65% | 345.14%-325.5pp | 282.51%-262.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $274 | $2,854-90.4% | $2,721-89.9% | $4,299-93.6% |
| Participant deferral / active EE | $347 | $4,454-92.2% | $4,175-91.7% | $6,507-94.7% |
| Admin fee / account holder | $86 | $5,568-98.5% | $5,349-98.4% | $12,624-99.3% |