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 | $3,266 | $74,888-95.6% | $71,209-95.4% | $142,382-97.7% |
| Participation rate | 21.1% | 76.2%-55.2pp | 73.8%-52.7pp | 80.1%-59.1pp |
| Annual return | 13.87% | 345.14%-331.3pp | 282.51%-268.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $380 | $4,454-91.5% | $4,175-90.9% | $6,507-94.2% |
| Admin fee / account holder | $49 | $5,568-99.1% | $5,349-99.1% | $12,624-99.6% |