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 3-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 | $40,889 | $132,634-69.2% | $115,768-64.7% | $137,256-70.2% |
| Participation rate | 27.3% | 77.9%-50.6pp | 74.4%-47.1pp | 80.0%-52.7pp |
| Annual return | 19.94% | 160.70%-140.8pp | 100.46%-80.5pp | 220.34%-200.4pp |
| Employer contribution / active EE | $518 | $3,360-84.6% | $2,940-82.4% | $4,156-87.5% |
| Participant deferral / active EE | $876 | $5,619-84.4% | $4,917-82.2% | $6,407-86.3% |
| Admin fee / account holder | $13 | $15,028-99.9% | $12,439-99.9% | $12,270-99.9% |