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 5-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 | $18,760 | $81,248-76.9% | $155,509-87.9% | $80,856-76.8% |
| Participation rate | 28.2% | 66.2%-38.0pp | 78.2%-50.0pp | 67.6%-39.4pp |
| Annual return | 12.43% | 33.31%-20.9pp | 64.67%-52.2pp | 35.59%-23.2pp |
| Employer contribution / active EE | $365 | $3,100-88.2% | $4,672-92.2% | $2,755-86.7% |
| Participant deferral / active EE | $510 | $3,452-85.2% | $5,626-90.9% | $4,296-88.1% |
| Admin fee / account holder | $72 | $7,997-99.1% | $15,912-99.5% | $6,918-99.0% |