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 | $40,118 | $183,519-78.1% | $155,509-74.2% | $145,922-72.5% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 20.45% | 61.17%-40.7pp | 64.67%-44.2pp | 561.29%-540.8pp |
| Employer contribution / active EE | $475 | $5,313-91.1% | $4,672-89.8% | $4,660-89.8% |
| Participant deferral / active EE | $1,615 | $6,462-75.0% | $5,626-71.3% | $6,688-75.9% |
| Admin fee / account holder | $175 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |