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 | $18,519 | $140,940-86.9% | $112,229-83.5% | $139,434-86.7% |
| Participation rate | 40.0% | 79.2%-39.2pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 20.06% | 32.71%-12.6pp | 30.20%-10.1pp | 372.94%-352.9pp |
| Employer contribution / active EE | $678 | $4,283-84.2% | $3,430-80.2% | $4,751-85.7% |
| Participant deferral / active EE | $966 | $5,874-83.6% | $4,798-79.9% | $6,710-85.6% |
| Admin fee / account holder | $20 | $9,954-99.8% | $7,748-99.7% | $11,403-99.8% |