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 6-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 | $19,251 | $81,248-76.3% | $155,509-87.6% | $80,856-76.2% |
| Participation rate | 22.5% | 66.2%-43.7pp | 78.2%-55.7pp | 67.6%-45.1pp |
| Annual return | 23.64% | 33.31%-9.7pp | 64.67%-41.0pp | 35.59%-12.0pp |
| Employer contribution / active EE | $339 | $3,100-89.1% | $4,672-92.7% | $2,755-87.7% |
| Participant deferral / active EE | $753 | $3,452-78.2% | $5,626-86.6% | $4,296-82.5% |
| Admin fee / account holder | $143 | $7,997-98.2% | $15,912-99.1% | $6,918-97.9% |