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 10-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 | $19,754 | $46,869-57.9% | $122,332-83.9% | $70,131-71.8% |
| Participation rate | 15.1% | 58.2%-43.1pp | 71.6%-56.6pp | 69.5%-54.5pp |
| Annual return | 16.14% | 24.22%-8.1pp | 30.27%-14.1pp | 73.14%-57.0pp |
| Employer contribution / active EE | $176 | $1,288-86.3% | $4,050-95.6% | $2,342-92.5% |
| Participant deferral / active EE | $239 | $2,166-89.0% | $3,287-92.7% | $3,332-92.8% |
| Admin fee / account holder | $233 | $3,322-93.0% | $5,478-95.7% | $4,645-95.0% |