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 | $33,301 | $105,181-68.3% | $159,436-79.1% | $85,850-61.2% |
| Participation rate | 5.5% | 75.8%-70.3pp | 82.8%-77.4pp | 69.3%-63.9pp |
| Annual return | 27.43% | 45.07%-17.6pp | 263.57%-236.1pp | 318.53%-291.1pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,209 | $5,945-79.7% | $7,352-83.6% | $3,952-69.4% |
| Admin fee / account holder | $183 | $6,933-97.4% | $10,799-98.3% | $6,260-97.1% |