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 | $33,720 | $102,317-67.0% | $146,958-77.1% | $80,856-58.3% |
| Participation rate | 16.2% | 75.8%-59.7pp | 82.2%-66.0pp | 67.6%-51.5pp |
| Annual return | 17.61% | 134.76%-117.1pp | 418.34%-400.7pp | 35.59%-18.0pp |
| Employer contribution / active EE | $489 | $3,713-86.8% | $4,933-90.1% | $2,755-82.2% |
| Participant deferral / active EE | $859 | $6,644-87.1% | $8,070-89.4% | $4,296-80.0% |
| Admin fee / account holder | $146 | $7,941-98.2% | $12,998-98.9% | $6,918-97.9% |