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 | $34,330 | $52,279-34.3% | $89,391-61.6% | $79,858-57.0% |
| Participation rate | 4.3% | 57.5%-53.2pp | 68.0%-63.6pp | 69.6%-65.3pp |
| Annual return | 40.79% | 22.16%+18.6pp | 245.62%-204.8pp | 31.71%+9.1pp |
| Employer contribution / active EE | $153 | $1,572-90.3% | $2,586-94.1% | $2,471-93.8% |
| Participant deferral / active EE | $559 | $2,740-79.6% | $3,890-85.6% | $3,740-85.0% |
| Admin fee / account holder | $21 | $3,356-99.4% | $4,881-99.6% | $5,306-99.6% |