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 | $24,413 | $96,635-74.7% | $86,612-71.8% | $139,434-82.5% |
| Participation rate | 31.6% | 74.4%-42.8pp | 71.7%-40.1pp | 80.3%-48.7pp |
| Annual return | 14.76% | 106.41%-91.7pp | 591.07%-576.3pp | 372.94%-358.2pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $578 | $4,836-88.1% | $4,438-87.0% | $6,710-91.4% |
| Admin fee / account holder | $168 | $6,408-97.4% | $5,614-97.0% | $11,403-98.5% |