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 | $19,548 | $100,004-80.5% | $81,438-76.0% | $145,959-86.6% |
| Participation rate | 8.3% | 74.2%-65.9pp | 69.5%-61.2pp | 80.3%-72.0pp |
| Annual return | 10.47% | 34.34%-23.9pp | 24.74%-14.3pp | 561.95%-551.5pp |
| Employer contribution / active EE | $205 | $2,970-93.1% | $2,460-91.7% | $4,661-95.6% |
| Participant deferral / active EE | $113 | $4,603-97.6% | $3,883-97.1% | $6,689-98.3% |
| Admin fee / account holder | $79 | $8,202-99.0% | $5,764-98.6% | $13,398-99.4% |