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 6-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 | $26,299 | $201,272-86.9% | $184,203-85.7% | $145,922-82.0% |
| Participation rate | 5.0% | 87.5%-82.5pp | 86.8%-81.8pp | 80.3%-75.3pp |
| Annual return | 19.17% | 29.00%-9.8pp | 28.81%-9.6pp | 561.29%-542.1pp |
| Employer contribution / active EE | $51 | $7,022-99.3% | $6,427-99.2% | $4,660-98.9% |
| Participant deferral / active EE | $340 | $9,806-96.5% | $9,131-96.3% | $6,688-94.9% |
| Admin fee / account holder | $203 | $16,364-98.8% | $13,901-98.5% | $13,397-98.5% |