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 7-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 | $29,661 | $111,754-73.5% | $103,333-71.3% | $145,922-79.7% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 15.44% | 24.77%-9.3pp | 24.88%-9.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $485 | $4,212-88.5% | $3,868-87.5% | $4,660-89.6% |
| Participant deferral / active EE | $607 | $5,619-89.2% | $5,057-88.0% | $6,688-90.9% |
| Admin fee / account holder | $287 | $9,750-97.1% | $8,355-96.6% | $13,397-97.9% |