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 9-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 | $47,322 | $73,933-36.0% | $96,683-51.1% | $75,163-37.0% |
| Participation rate | 21.1% | 66.4%-45.4pp | 74.3%-53.3pp | 67.2%-46.1pp |
| Annual return | 14.03% | 26.70%-12.7pp | 35.69%-21.7pp | 160.62%-146.6pp |
| Employer contribution / active EE | $577 | $2,928-80.3% | $3,737-84.6% | $2,670-78.4% |
| Participant deferral / active EE | $1,210 | $3,659-66.9% | $4,878-75.2% | $4,125-70.7% |
| Admin fee / account holder | $39 | $5,216-99.2% | $6,730-99.4% | $5,651-99.3% |