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 | $95,266-85.5% | $82,389-83.2% | $142,382-90.3% |
| Participation rate | 47.1% | 74.5%-27.4pp | 69.5%-22.5pp | 80.1%-33.1pp |
| Annual return | 16.27% | 25.74%-9.5pp | 28.67%-12.4pp | 217.08%-200.8pp |
| Employer contribution / active EE | $321 | $2,991-89.3% | $2,517-87.2% | $4,299-92.5% |
| Participant deferral / active EE | $535 | $4,809-88.9% | $4,155-87.1% | $6,507-91.8% |
| Admin fee / account holder | $250 | $8,563-97.1% | $7,231-96.5% | $12,624-98.0% |