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 | $27,629 | $46,869-41.0% | $122,332-77.4% | $70,131-60.6% |
| Participation rate | 29.4% | 58.2%-28.8pp | 71.6%-42.2pp | 69.5%-40.1pp |
| Annual return | 16.19% | 24.22%-8.0pp | 30.27%-14.1pp | 73.14%-56.9pp |
| Employer contribution / active EE | $124 | $1,288-90.4% | $4,050-96.9% | $2,342-94.7% |
| Participant deferral / active EE | $773 | $2,166-64.3% | $3,287-76.5% | $3,332-76.8% |
| Admin fee / account holder | $36 | $3,322-98.9% | $5,478-99.3% | $4,645-99.2% |