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 | $60,190 | $154,365-61.0% | $130,231-53.8% | $139,434-56.8% |
| Participation rate | 21.4% | 79.9%-58.5pp | 76.3%-54.9pp | 80.3%-58.9pp |
| Annual return | 20.07% | 30.34%-10.3pp | 38.77%-18.7pp | 372.94%-352.9pp |
| Employer contribution / active EE | $804 | $5,170-84.4% | $4,126-80.5% | $4,751-83.1% |
| Participant deferral / active EE | $827 | $8,498-90.3% | $6,799-87.8% | $6,710-87.7% |
| Admin fee / account holder | $20 | $9,214-99.8% | $6,020-99.7% | $11,403-99.8% |