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 | $22,316 | $78,926-71.7% | $136,749-83.7% | $84,808-73.7% |
| Participation rate | 17.0% | 62.2%-45.1pp | 72.1%-55.1pp | 68.3%-51.3pp |
| Annual return | 16.49% | 18.17%-1.7pp | 24.33%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $196 | $2,134-90.8% | $3,400-94.2% | $2,631-92.6% |
| Participant deferral / active EE | $566 | $3,168-82.1% | $4,692-87.9% | $4,212-86.6% |
| Admin fee / account holder | $204 | $6,369-96.8% | $11,386-98.2% | $7,344-97.2% |