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 | $17,733 | $81,632-78.3% | $70,449-74.8% | $158,922-88.8% |
| Participation rate | 17.4% | 77.7%-60.3pp | 75.1%-57.7pp | 82.0%-64.6pp |
| Annual return | 36.15% | 208.40%-172.3pp | 109.03%-72.9pp | 302.83%-266.7pp |
| Employer contribution / active EE | $344 | $3,217-89.3% | $2,737-87.4% | $4,761-92.8% |
| Participant deferral / active EE | $405 | $4,554-91.1% | $3,709-89.1% | $5,982-93.2% |
| Admin fee / account holder | $20 | $6,193-99.7% | $3,845-99.5% | $11,246-99.8% |