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 | $10,112 | $37,426-73.0% | $77,482-86.9% | $79,858-87.3% |
| Participation rate | 11.1% | 41.5%-30.4pp | 54.2%-43.1pp | 69.6%-58.5pp |
| Annual return | 14.93% | 39.70%-24.8pp | 54.79%-39.9pp | 31.71%-16.8pp |
| Employer contribution / active EE | $89 | $637-86.1% | $986-91.0% | $2,471-96.4% |
| Participant deferral / active EE | $89 | $1,260-93.0% | $1,861-95.2% | $3,740-97.6% |
| Admin fee / account holder | $140 | $2,504-94.4% | $2,858-95.1% | $5,306-97.4% |