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 | $36,457 | $176,056-79.3% | $159,436-77.1% | $167,490-78.2% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 18.02% | 331.75%-313.7pp | 263.57%-245.6pp | 478.56%-460.5pp |
| Employer contribution / active EE | $527 | $5,297-90.0% | $4,829-89.1% | $4,837-89.1% |
| Participant deferral / active EE | $1,898 | $7,750-75.5% | $7,352-74.2% | $6,341-70.1% |
| Admin fee / account holder | $215 | $12,554-98.3% | $10,799-98.0% | $12,309-98.3% |