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 | $31,427 | $96,128-67.3% | $136,007-76.9% | $80,856-61.1% |
| Participation rate | 31.1% | 71.2%-40.2pp | 76.5%-45.4pp | 67.6%-36.6pp |
| Annual return | 12.42% | 28.71%-16.3pp | 579.32%-566.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $4,217-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,109 | $5,709-80.6% | $7,025-84.2% | $4,296-74.2% |
| Admin fee / account holder | $287 | $8,236-96.5% | $6,858-95.8% | $6,918-95.8% |