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 | $12,245 | $95,266-87.1% | $82,389-85.1% | $142,382-91.4% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.5%-41.0pp | 80.1%-51.5pp |
| Annual return | 16.30% | 25.74%-9.4pp | 28.67%-12.4pp | 217.08%-200.8pp |
| Employer contribution / active EE | $294 | $2,991-90.2% | $2,517-88.3% | $4,299-93.2% |
| Participant deferral / active EE | $485 | $4,809-89.9% | $4,155-88.3% | $6,507-92.6% |
| Admin fee / account holder | $117 | $8,563-98.6% | $7,231-98.4% | $12,624-99.1% |