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 | $31,924 | $57,016-44.0% | $84,966-62.4% | $80,856-60.5% |
| Participation rate | 6.7% | 56.3%-49.7pp | 67.5%-60.8pp | 67.6%-61.0pp |
| Annual return | 12.57% | 21.66%-9.1pp | 66.38%-53.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $210 | $1,798-88.3% | $2,727-92.3% | $2,755-92.4% |
| Participant deferral / active EE | $242 | $3,110-92.2% | $4,519-94.6% | $4,296-94.4% |
| Admin fee / account holder | $76 | $4,980-98.5% | $6,149-98.8% | $6,918-98.9% |