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 | $24,369 | $183,519-86.7% | $155,509-84.3% | $145,922-83.3% |
| Participation rate | 22.7% | 82.7%-59.9pp | 78.2%-55.5pp | 80.3%-57.5pp |
| Annual return | 12.11% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $188 | $5,313-96.5% | $4,672-96.0% | $4,660-96.0% |
| Participant deferral / active EE | $211 | $6,462-96.7% | $5,626-96.2% | $6,688-96.8% |
| Admin fee / account holder | $140 | $19,313-99.3% | $15,912-99.1% | $13,397-99.0% |