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 | $12,999 | $76,407-83.0% | $150,298-91.4% | $82,448-84.2% |
| Participation rate | 30.4% | 66.4%-36.0pp | 77.8%-47.4pp | 68.1%-37.7pp |
| Annual return | 19.17% | 39.99%-20.8pp | 62.79%-43.6pp | 41.64%-22.5pp |
| Employer contribution / active EE | $295 | $2,614-88.7% | $4,154-92.9% | $2,551-88.4% |
| Participant deferral / active EE | $721 | $3,214-77.6% | $5,453-86.8% | $4,139-82.6% |
| Admin fee / account holder | $232 | $6,352-96.3% | $14,116-98.4% | $7,234-96.8% |