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 | $13,837 | $87,166-84.1% | $76,735-82.0% | $137,256-89.9% |
| Participation rate | 47.1% | 74.4%-27.3pp | 69.5%-22.4pp | 80.0%-32.9pp |
| Annual return | 16.27% | 26.50%-10.2pp | 29.77%-13.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $321 | $2,904-88.9% | $2,454-86.9% | $4,156-92.3% |
| Participant deferral / active EE | $535 | $4,726-88.7% | $4,088-86.9% | $6,407-91.6% |
| Admin fee / account holder | $250 | $8,403-97.0% | $7,189-96.5% | $12,270-98.0% |