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 6-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 | $34,475 | $61,605-44.0% | $112,229-69.3% | $75,163-54.1% |
| Participation rate | 9.3% | 61.7%-52.4pp | 72.4%-63.2pp | 67.2%-57.9pp |
| Annual return | 21.75% | 28.47%-6.7pp | 30.20%-8.5pp | 160.62%-138.9pp |
| Employer contribution / active EE | $259 | $2,015-87.1% | $3,430-92.4% | $2,670-90.3% |
| Participant deferral / active EE | $394 | $3,108-87.3% | $4,798-91.8% | $4,125-90.5% |
| Admin fee / account holder | $0 | $4,862-100.0% | $7,748-100.0% | $5,651-100.0% |