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 4-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 | $43,206 | $150,187-71.2% | $120,354-64.1% | $145,922-70.4% |
| Participation rate | 45.8% | 78.8%-32.9pp | 71.9%-26.1pp | 80.3%-34.4pp |
| Annual return | 21.03% | 154.07%-133.0pp | 107.15%-86.1pp | 561.29%-540.3pp |
| Employer contribution / active EE | $549 | $4,348-87.4% | $3,463-84.1% | $4,660-88.2% |
| Participant deferral / active EE | $1,350 | $6,173-78.1% | $4,991-73.0% | $6,688-79.8% |
| Admin fee / account holder | $238 | $12,207-98.0% | $9,423-97.5% | $13,397-98.2% |