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 | $52,251 | $92,222-43.3% | $76,768-31.9% | $135,375-61.4% |
| Participation rate | 14.3% | 79.8%-65.5pp | 77.0%-62.7pp | 82.6%-68.4pp |
| Annual return | 1.23% | 5.46%-4.2pp | 2.43%-1.2pp | 519.73%-518.5pp |
| Employer contribution / active EE | $25 | $3,216-99.2% | $2,485-99.0% | $4,779-99.5% |
| Participant deferral / active EE | $565 | $4,509-87.5% | $3,852-85.3% | $5,609-89.9% |
| Admin fee / account holder | $31 | $10,748-99.7% | $6,675-99.5% | $10,827-99.7% |