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 4-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 | $32,285 | $53,516-39.7% | $126,539-74.5% | $84,808-61.9% |
| Participation rate | 21.1% | 58.2%-37.2pp | 69.8%-48.8pp | 68.3%-47.3pp |
| Annual return | 17.63% | 58.34%-40.7pp | 425.95%-408.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $12 | $1,535-99.2% | $3,674-99.7% | $2,631-99.5% |
| Participant deferral / active EE | $214 | $2,671-92.0% | $4,083-94.8% | $4,212-94.9% |
| Admin fee / account holder | $43 | $4,497-99.1% | $6,065-99.3% | $7,344-99.4% |