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 7-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 | $21,449 | $56,053-61.7% | $75,972-71.8% | $80,856-73.5% |
| Participation rate | 8.0% | 62.0%-54.0pp | 69.1%-61.1pp | 67.6%-59.6pp |
| Annual return | 29.76% | 20.53%+9.2pp | 359.55%-329.8pp | 35.59%-5.8pp |
| Employer contribution / active EE | $113 | $1,874-94.0% | $2,685-95.8% | $2,755-95.9% |
| Participant deferral / active EE | $59 | $3,052-98.1% | $4,255-98.6% | $4,296-98.6% |
| Admin fee / account holder | $94 | $5,234-98.2% | $6,467-98.5% | $6,918-98.6% |