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 | $50,445 | $95,266-47.0% | $82,389-38.8% | $142,382-64.6% |
| Participation rate | 22.2% | 74.5%-52.2pp | 69.5%-47.3pp | 80.1%-57.9pp |
| Annual return | 16.32% | 25.74%-9.4pp | 28.67%-12.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $407 | $2,991-86.4% | $2,517-83.8% | $4,299-90.5% |
| Participant deferral / active EE | $407 | $4,809-91.5% | $4,155-90.2% | $6,507-93.7% |
| Admin fee / account holder | $5 | $8,563-99.9% | $7,231-99.9% | $12,624-100.0% |