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 8-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 | $30,791 | $72,277-57.4% | $101,248-69.6% | $79,858-61.4% |
| Participation rate | 12.1% | 68.5%-56.3pp | 75.8%-63.7pp | 69.6%-57.5pp |
| Annual return | 43.30% | 22.30%+21.0pp | 46.47%-3.2pp | 31.71%+11.6pp |
| Employer contribution / active EE | $344 | $2,692-87.2% | $3,660-90.6% | $2,471-86.1% |
| Participant deferral / active EE | $1,148 | $3,282-65.0% | $4,370-73.7% | $3,740-69.3% |
| Admin fee / account holder | $122 | $4,400-97.2% | $5,945-98.0% | $5,306-97.7% |