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 | $11,220 | $96,635-88.4% | $86,612-87.0% | $139,434-92.0% |
| Participation rate | 10.0% | 74.4%-64.4pp | 71.7%-61.7pp | 80.3%-70.3pp |
| Annual return | 25.19% | 106.41%-81.2pp | 591.07%-565.9pp | 372.94%-347.8pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $451 | $4,836-90.7% | $4,438-89.8% | $6,710-93.3% |
| Admin fee / account holder | $53 | $6,408-99.2% | $5,614-99.1% | $11,403-99.5% |