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 | $18,441 | $57,590-68.0% | $86,233-78.6% | $82,448-77.6% |
| Participation rate | 13.5% | 57.9%-44.4pp | 69.0%-55.5pp | 68.1%-54.6pp |
| Annual return | 15.46% | 22.41%-7.0pp | 61.39%-45.9pp | 41.64%-26.2pp |
| Employer contribution / active EE | $130 | $1,655-92.2% | $2,504-94.8% | $2,551-94.9% |
| Participant deferral / active EE | $154 | $3,080-95.0% | $4,559-96.6% | $4,139-96.3% |
| Admin fee / account holder | $5 | $4,730-99.9% | $8,342-99.9% | $7,234-99.9% |