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 | $50,820 | $96,635-47.4% | $86,612-41.3% | $139,434-63.6% |
| Participation rate | 9.1% | 74.4%-65.3pp | 71.7%-62.6pp | 80.3%-71.2pp |
| Annual return | 21.29% | 106.41%-85.1pp | 591.07%-569.8pp | 372.94%-351.7pp |
| Employer contribution / active EE | $188 | $3,263-94.2% | $3,022-93.8% | $4,751-96.0% |
| Participant deferral / active EE | $783 | $4,836-83.8% | $4,438-82.4% | $6,710-88.3% |
| Admin fee / account holder | $221 | $6,408-96.6% | $5,614-96.1% | $11,403-98.1% |