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 | $27,142 | $60,892-55.4% | $82,389-67.1% | $84,808-68.0% |
| Participation rate | 14.9% | 63.3%-48.4pp | 69.5%-54.7pp | 68.3%-53.4pp |
| Annual return | 16.07% | 37.29%-21.2pp | 28.67%-12.6pp | 40.90%-24.8pp |
| Employer contribution / active EE | $60 | $1,779-96.7% | $2,517-97.6% | $2,631-97.7% |
| Participant deferral / active EE | $444 | $3,179-86.0% | $4,155-89.3% | $4,212-89.5% |
| Admin fee / account holder | $0 | $5,467-100.0% | $7,231-100.0% | $7,344-100.0% |