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 10-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 | $32,018 | $47,848-33.1% | $81,478-60.7% | $70,131-54.3% |
| Participation rate | 8.6% | 58.3%-49.7pp | 68.0%-59.3pp | 69.5%-60.9pp |
| Annual return | 18.83% | 27.25%-8.4pp | 38.78%-19.9pp | 73.14%-54.3pp |
| Employer contribution / active EE | $145 | $1,527-90.5% | $2,568-94.4% | $2,342-93.8% |
| Participant deferral / active EE | $243 | $2,453-90.1% | $3,537-93.1% | $3,332-92.7% |
| Admin fee / account holder | $27 | $3,145-99.1% | $4,561-99.4% | $4,645-99.4% |