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 | $12,919 | $57,281-77.4% | $86,612-85.1% | $75,163-82.8% |
| Participation rate | 22.9% | 63.2%-40.3pp | 71.7%-48.8pp | 67.2%-44.3pp |
| Annual return | 20.73% | 2670.75%-2650.0pp | 591.07%-570.3pp | 160.62%-139.9pp |
| Employer contribution / active EE | $197 | $2,314-91.5% | $3,022-93.5% | $2,670-92.6% |
| Participant deferral / active EE | $826 | $3,318-75.1% | $4,438-81.4% | $4,125-80.0% |
| Admin fee / account holder | $245 | $4,112-94.0% | $5,614-95.6% | $5,651-95.7% |