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 3-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 | $23,361 | $54,705-57.3% | $71,209-67.2% | $84,808-72.5% |
| Participation rate | 2.4% | 64.1%-61.6pp | 73.8%-71.3pp | 68.3%-65.9pp |
| Annual return | 23.35% | 35.90%-12.5pp | 282.51%-259.2pp | 40.90%-17.5pp |
| Employer contribution / active EE | $170 | $2,158-92.1% | $2,721-93.8% | $2,631-93.5% |
| Participant deferral / active EE | $170 | $3,030-94.4% | $4,175-95.9% | $4,212-96.0% |
| Admin fee / account holder | $74 | $4,863-98.5% | $5,349-98.6% | $7,344-99.0% |