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 3-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 | $74,017 | $60,022+23.3% | $88,946-16.8% | $84,808-12.7% |
| Participation rate | 3.9% | 57.8%-53.9pp | 68.8%-64.9pp | 68.3%-64.4pp |
| Annual return | 20.87% | 22.43%-1.6pp | 57.82%-36.9pp | 40.90%-20.0pp |
| Employer contribution / active EE | $186 | $1,703-89.1% | $2,555-92.7% | $2,631-92.9% |
| Participant deferral / active EE | $625 | $3,114-79.9% | $4,581-86.3% | $4,212-85.1% |
| Admin fee / account holder | $75 | $4,811-98.5% | $8,261-99.1% | $7,344-99.0% |