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 | $29,993 | $81,460-63.2% | $103,333-71.0% | $80,856-62.9% |
| Participation rate | 8.9% | 66.8%-57.9pp | 74.5%-65.6pp | 67.6%-58.7pp |
| Annual return | 13.22% | 25.55%-12.3pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $402 | $3,105-87.1% | $3,868-89.6% | $2,755-85.4% |
| Participant deferral / active EE | $502 | $3,869-87.0% | $5,057-90.1% | $4,296-88.3% |
| Admin fee / account holder | $272 | $6,566-95.9% | $8,355-96.7% | $6,918-96.1% |