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 6-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 | $24,060 | $49,922-51.8% | $80,569-70.1% | $75,163-68.0% |
| Participation rate | 8.3% | 55.3%-47.0pp | 67.0%-58.7pp | 67.2%-58.9pp |
| Annual return | 17.81% | 34.69%-16.9pp | 935.43%-917.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $165 | $1,698-90.3% | $2,723-94.0% | $2,670-93.8% |
| Participant deferral / active EE | $178 | $2,990-94.0% | $4,447-96.0% | $4,125-95.7% |
| Admin fee / account holder | $46 | $3,577-98.7% | $5,377-99.2% | $5,651-99.2% |