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 | $12,524 | $177,572-92.9% | $154,803-91.9% | $142,382-91.2% |
| Participation rate | 26.3% | 82.1%-55.7pp | 78.1%-51.8pp | 80.1%-53.8pp |
| Annual return | 16.13% | 65.07%-48.9pp | 58.88%-42.8pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $770 | $6,272-87.7% | $5,540-86.1% | $6,507-88.2% |
| Admin fee / account holder | $29 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |