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 | $33,173 | $113,935-70.9% | $94,224-64.8% | $125,391-73.5% |
| Participation rate | 42.9% | 82.9%-40.0pp | 78.8%-35.9pp | 83.2%-40.3pp |
| Annual return | 1.88% | 5.29%-3.4pp | 10.68%-8.8pp | 282.22%-280.3pp |
| Employer contribution / active EE | $436 | $4,727-90.8% | $3,587-87.8% | $4,866-91.0% |
| Participant deferral / active EE | $571 | $5,179-89.0% | $4,320-86.8% | $5,352-89.3% |
| Admin fee / account holder | $79 | $8,391-99.1% | $6,269-98.7% | $9,540-99.2% |