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 9-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 | $18,402 | $133,958-86.3% | $112,228-83.6% | $134,475-86.3% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -19.50% | 47.11%-66.6pp | 27.45%-47.0pp | 417.96%-437.5pp |
| Employer contribution / active EE | $301 | $4,038-92.5% | $3,635-91.7% | $4,740-93.6% |
| Participant deferral / active EE | $1,135 | $5,291-78.5% | $4,728-76.0% | $6,400-82.3% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |