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 6-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 | $26,434 | $67,894-61.1% | $89,340-70.4% | $82,448-67.9% |
| Participation rate | 9.5% | 64.0%-54.5pp | 69.6%-60.0pp | 68.1%-58.5pp |
| Annual return | 13.28% | 19.21%-5.9pp | 20.57%-7.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $181 | $1,828-90.1% | $2,231-91.9% | $2,551-92.9% |
| Participant deferral / active EE | $680 | $3,072-77.9% | $3,823-82.2% | $4,139-83.6% |
| Admin fee / account holder | $227 | $5,723-96.0% | $6,704-96.6% | $7,234-96.9% |