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 | $27,257 | $34,308-20.6% | $74,701-63.5% | $72,985-62.7% |
| Participation rate | 10.5% | 42.4%-31.9pp | 54.5%-43.9pp | 69.5%-59.0pp |
| Annual return | 20.77% | 26.58%-5.8pp | 752.92%-732.1pp | 81.00%-60.2pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $206 | $1,271-83.8% | $1,964-89.5% | $3,607-94.3% |
| Admin fee / account holder | $11 | $2,124-99.5% | $3,333-99.7% | $5,124-99.8% |