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 | $38,815 | $88,672-56.2% | $105,223-63.1% | $82,448-52.9% |
| Participation rate | 25.7% | 67.9%-42.2pp | 75.0%-49.4pp | 68.1%-42.4pp |
| Annual return | 21.80% | 30.86%-9.1pp | 180.65%-158.9pp | 41.64%-19.8pp |
| Employer contribution / active EE | $587 | $3,048-80.7% | $3,689-84.1% | $2,551-77.0% |
| Participant deferral / active EE | $1,321 | $4,036-67.3% | $5,072-73.9% | $4,139-68.1% |
| Admin fee / account holder | $0 | $7,146-100.0% | $8,859-100.0% | $7,234-100.0% |