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 | $33,048 | $90,397-63.4% | $76,002-56.5% | $145,959-77.4% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 16.54% | 621.97%-605.4pp | 360.07%-343.5pp | 561.95%-545.4pp |
| Employer contribution / active EE | $293 | $3,317-91.2% | $2,688-89.1% | $4,661-93.7% |
| Participant deferral / active EE | $470 | $5,163-90.9% | $4,257-89.0% | $6,689-93.0% |
| Admin fee / account holder | $198 | $8,369-97.6% | $6,414-96.9% | $13,398-98.5% |