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 7-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 | $9,347 | $56,317-83.4% | $71,209-86.9% | $74,304-87.4% |
| Participation rate | 14.4% | 55.1%-40.7pp | 73.8%-59.3pp | 60.3%-45.9pp |
| Annual return | 16.12% | 42.83%-26.7pp | 282.51%-266.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $320 | $2,788-88.5% | $4,175-92.3% | $3,767-91.5% |
| Admin fee / account holder | $45 | $2,290-98.0% | $5,349-99.2% | $2,969-98.5% |