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 9-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 | $28,275 | $81,233-65.2% | $155,567-81.8% | $80,874-65.0% |
| Participation rate | 30.1% | 66.2%-36.1pp | 78.2%-48.1pp | 67.6%-37.5pp |
| Annual return | 20.87% | 33.33%-12.5pp | 64.74%-43.9pp | 35.62%-14.7pp |
| Employer contribution / active EE | $178 | $3,101-94.3% | $4,674-96.2% | $2,756-93.6% |
| Participant deferral / active EE | $317 | $3,452-90.8% | $5,628-94.4% | $4,297-92.6% |
| Admin fee / account holder | $176 | $7,998-97.8% | $15,916-98.9% | $6,935-97.5% |