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 8-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 | $21,779 | $47,479-54.1% | $62,929-65.4% | $82,448-73.6% |
| Participation rate | 9.7% | 66.9%-57.1pp | 73.1%-63.4pp | 68.1%-58.3pp |
| Annual return | 18.97% | 20.34%-1.4pp | 1063.93%-1045.0pp | 41.64%-22.7pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $240 | $2,870-91.7% | $3,888-93.8% | $4,139-94.2% |
| Admin fee / account holder | $20 | $3,804-99.5% | $5,065-99.6% | $7,234-99.7% |