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 | $7,609 | $100,773-92.4% | $88,946-91.4% | $142,382-94.7% |
| Participation rate | 4.8% | 74.3%-69.5pp | 68.8%-64.1pp | 80.1%-75.4pp |
| Annual return | 21.50% | 70.18%-48.7pp | 57.82%-36.3pp | 217.08%-195.6pp |
| Employer contribution / active EE | $53 | $2,918-98.2% | $2,555-97.9% | $4,299-98.8% |
| Participant deferral / active EE | $53 | $5,230-99.0% | $4,581-98.8% | $6,507-99.2% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |