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 4-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 | $9,698 | $96,305-89.9% | $80,569-88.0% | $139,434-93.0% |
| Participation rate | 11.1% | 73.6%-62.5pp | 67.0%-55.9pp | 80.3%-69.2pp |
| Annual return | 24.45% | 1350.08%-1325.6pp | 935.43%-911.0pp | 372.94%-348.5pp |
| Employer contribution / active EE | $120 | $3,262-96.3% | $2,723-95.6% | $4,751-97.5% |
| Participant deferral / active EE | $179 | $5,232-96.6% | $4,447-96.0% | $6,710-97.3% |
| Admin fee / account holder | $35 | $6,599-99.5% | $5,377-99.3% | $11,403-99.7% |