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 | $10,446 | $104,974-90.0% | $95,585-89.1% | $142,382-92.7% |
| Participation rate | 14.3% | 75.0%-60.7pp | 72.1%-57.8pp | 80.1%-65.8pp |
| Annual return | 27.09% | 210.33%-183.2pp | 38.56%-11.5pp | 217.08%-190.0pp |
| Employer contribution / active EE | $247 | $2,779-91.1% | $2,527-90.2% | $4,299-94.3% |
| Participant deferral / active EE | $643 | $4,352-85.2% | $4,023-84.0% | $6,507-90.1% |
| Admin fee / account holder | $86 | $6,386-98.7% | $6,127-98.6% | $12,624-99.3% |