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 | $16,338 | $61,272-73.3% | $149,673-89.1% | $71,457-77.1% |
| Participation rate | 13.9% | 62.5%-48.6pp | 78.8%-64.8pp | 67.9%-54.0pp |
| Annual return | 20.67% | 35.85%-15.2pp | 134.42%-113.7pp | 28.85%-8.2pp |
| Employer contribution / active EE | $162 | $2,378-93.2% | $4,818-96.6% | $2,588-93.7% |
| Participant deferral / active EE | $577 | $2,917-80.2% | $5,680-89.8% | $4,289-86.5% |
| Admin fee / account holder | $77 | $1,261-93.9% | $13,210-99.4% | $1,587-95.2% |