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 | $48,661 | $49,922-2.5% | $80,569-39.6% | $75,163-35.3% |
| Participation rate | 2.7% | 55.3%-52.6pp | 67.0%-64.3pp | 67.2%-64.5pp |
| Annual return | 20.30% | 34.69%-14.4pp | 935.43%-915.1pp | 160.62%-140.3pp |
| Employer contribution / active EE | $49 | $1,698-97.1% | $2,723-98.2% | $2,670-98.2% |
| Participant deferral / active EE | $84 | $2,990-97.2% | $4,447-98.1% | $4,125-98.0% |
| Admin fee / account holder | $12 | $3,577-99.7% | $5,377-99.8% | $5,651-99.8% |