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 | $25,433 | $53,516-52.5% | $126,539-79.9% | $84,808-70.0% |
| Participation rate | 12.1% | 58.2%-46.2pp | 69.8%-57.7pp | 68.3%-56.2pp |
| Annual return | 20.61% | 58.34%-37.7pp | 425.95%-405.3pp | 40.90%-20.3pp |
| Employer contribution / active EE | $233 | $1,535-84.8% | $3,674-93.6% | $2,631-91.1% |
| Participant deferral / active EE | $512 | $2,671-80.8% | $4,083-87.5% | $4,212-87.8% |
| Admin fee / account holder | $20 | $4,497-99.6% | $6,065-99.7% | $7,344-99.7% |