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 4-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 | $23,842 | $117,841-79.8% | $102,423-76.7% | $145,922-83.7% |
| Participation rate | 8.3% | 78.6%-70.3pp | 76.5%-68.2pp | 80.3%-71.9pp |
| Annual return | 9.09% | 31.65%-22.6pp | 29.32%-20.2pp | 561.29%-552.2pp |
| Employer contribution / active EE | $195 | $3,615-94.6% | $3,023-93.6% | $4,660-95.8% |
| Participant deferral / active EE | $450 | $5,731-92.1% | $5,053-91.1% | $6,688-93.3% |
| Admin fee / account holder | $270 | $13,326-98.0% | $9,451-97.1% | $13,397-98.0% |