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 8-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 | $41,026 | $51,604-20.5% | $129,295-68.3% | $80,874-49.3% |
| Participation rate | 19.2% | 57.0%-37.7pp | 69.6%-50.4pp | 67.6%-48.4pp |
| Annual return | 11.63% | 20.76%-9.1pp | 9429.28%-9417.6pp | 35.62%-24.0pp |
| Employer contribution / active EE | $169 | $1,585-89.3% | $4,157-95.9% | $2,756-93.9% |
| Participant deferral / active EE | $449 | $2,670-83.2% | $4,169-89.2% | $4,297-89.6% |
| Admin fee / account holder | $0 | $4,310-100.0% | $7,665-100.0% | $6,935-100.0% |