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 | $5,452 | $74,888-92.7% | $71,209-92.3% | $142,382-96.2% |
| Participation rate | 31.6% | 76.2%-44.6pp | 73.8%-42.2pp | 80.1%-48.5pp |
| Annual return | 19.58% | 345.14%-325.6pp | 282.51%-262.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $451 | $4,454-89.9% | $4,175-89.2% | $6,507-93.1% |
| Admin fee / account holder | $51 | $5,568-99.1% | $5,349-99.0% | $12,624-99.6% |