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 4-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 | $58,658 | $74,927-21.7% | $101,794-42.4% | $84,808-30.8% |
| Participation rate | 44.0% | 61.4%-17.4pp | 69.2%-25.2pp | 68.3%-24.3pp |
| Annual return | 32.18% | 18.70%+13.5pp | 30.53%+1.7pp | 40.90%-8.7pp |
| Employer contribution / active EE | $247 | $1,522-83.8% | $2,289-89.2% | $2,631-90.6% |
| Participant deferral / active EE | $657 | $3,099-78.8% | $4,084-83.9% | $4,212-84.4% |
| Admin fee / account holder | $103 | $6,514-98.4% | $8,777-98.8% | $7,344-98.6% |