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 6-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 | $20,605 | $97,125-78.8% | $86,233-76.1% | $137,256-85.0% |
| Participation rate | 15.8% | 74.2%-58.4pp | 69.0%-53.2pp | 80.0%-64.2pp |
| Annual return | 16.67% | 74.19%-57.5pp | 61.39%-44.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $190 | $2,841-93.3% | $2,504-92.4% | $4,156-95.4% |
| Participant deferral / active EE | $387 | $5,180-92.5% | $4,559-91.5% | $6,407-94.0% |
| Admin fee / account holder | $20 | $9,725-99.8% | $8,342-99.8% | $12,270-99.8% |