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 5-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 | $42,317 | $95,266-55.6% | $82,389-48.6% | $142,382-70.3% |
| Participation rate | 11.1% | 74.5%-63.4pp | 69.5%-58.4pp | 80.1%-69.0pp |
| Annual return | 21.91% | 25.74%-3.8pp | 28.67%-6.8pp | 217.08%-195.2pp |
| Employer contribution / active EE | $420 | $2,991-86.0% | $2,517-83.3% | $4,299-90.2% |
| Participant deferral / active EE | $420 | $4,809-91.3% | $4,155-89.9% | $6,507-93.5% |
| Admin fee / account holder | $258 | $8,563-97.0% | $7,231-96.4% | $12,624-98.0% |