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 | $27,001 | $105,181-74.3% | $159,436-83.1% | $85,850-68.5% |
| Participation rate | 33.3% | 75.8%-42.4pp | 82.8%-49.5pp | 69.3%-36.0pp |
| Annual return | 237.78% | 45.07%+192.7pp | 263.57%-25.8pp | 318.53%-80.8pp |
| Employer contribution / active EE | $202 | $3,318-93.9% | $4,829-95.8% | $2,565-92.1% |
| Participant deferral / active EE | $2,125 | $5,945-64.3% | $7,352-71.1% | $3,952-46.2% |
| Admin fee / account holder | $116 | $6,933-98.3% | $10,799-98.9% | $6,260-98.2% |