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 | $19,079 | $52,208-63.5% | $86,612-78.0% | $74,419-74.4% |
| Participation rate | 6.1% | 66.3%-60.3pp | 71.7%-65.6pp | 70.7%-64.7pp |
| Annual return | 16.36% | 44.46%-28.1pp | 591.07%-574.7pp | 34.38%-18.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,022-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $399 | $3,383-88.2% | $4,438-91.0% | $4,528-91.2% |
| Admin fee / account holder | $150 | $319-53.0% | $5,614-97.3% | $348-56.9% |