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 | $21,638 | $70,606-69.4% | $53,898-59.9% | $142,382-84.8% |
| Participation rate | 9.5% | 63.7%-54.2pp | 55.0%-45.4pp | 80.1%-70.6pp |
| Annual return | 18.03% | 619.81%-601.8pp | 528.60%-510.6pp | 217.08%-199.0pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $228 | $2,364-90.3% | $1,826-87.5% | $6,507-96.5% |
| Admin fee / account holder | $156 | $2,852-94.5% | $2,491-93.7% | $12,624-98.8% |