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 9-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 | $27,731 | $76,367-63.7% | $93,606-70.4% | $72,985-62.0% |
| Participation rate | 19.1% | 71.7%-52.6pp | 75.8%-56.7pp | 69.5%-50.3pp |
| Annual return | 19.94% | 25.82%-5.9pp | 32.76%-12.8pp | 81.00%-61.1pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $807 | $3,538-77.2% | $4,069-80.2% | $3,607-77.6% |
| Admin fee / account holder | $49 | $6,838-99.3% | $7,888-99.4% | $5,124-99.0% |