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 | $36,142 | $48,046-24.8% | $84,611-57.3% | $72,985-50.5% |
| Participation rate | 7.0% | 57.6%-50.6pp | 68.2%-61.3pp | 69.5%-62.5pp |
| Annual return | 23.93% | 37.38%-13.5pp | 258.74%-234.8pp | 81.00%-57.1pp |
| Employer contribution / active EE | $176 | $1,602-89.0% | $2,652-93.4% | $2,440-92.8% |
| Participant deferral / active EE | $380 | $2,680-85.8% | $3,899-90.3% | $3,607-89.5% |
| Admin fee / account holder | $12 | $3,395-99.6% | $4,912-99.8% | $5,124-99.8% |