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 | $51,492 | $65,376-21.2% | $87,100-40.9% | $65,185-21.0% |
| Participation rate | 13.5% | 75.3%-61.9pp | 76.9%-63.4pp | 70.2%-56.7pp |
| Annual return | 160.82% | 31.27%+129.5pp | 28.19%+132.6pp | 29.38%+131.4pp |
| Employer contribution / active EE | $209 | $1,822-88.5% | $2,521-91.7% | $2,177-90.4% |
| Participant deferral / active EE | $418 | $3,388-87.7% | $4,049-89.7% | $3,514-88.1% |
| Admin fee / account holder | $293 | $520-43.6% | $7,497-96.1% | $847-65.4% |