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 | $30,038 | $74,927-59.9% | $101,794-70.5% | $84,808-64.6% |
| Participation rate | 13.6% | 61.4%-47.8pp | 69.2%-55.6pp | 68.3%-54.8pp |
| Annual return | 17.55% | 18.70%-1.1pp | 30.53%-13.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $168 | $1,522-89.0% | $2,289-92.7% | $2,631-93.6% |
| Participant deferral / active EE | $845 | $3,099-72.7% | $4,084-79.3% | $4,212-79.9% |
| Admin fee / account holder | $193 | $6,514-97.0% | $8,777-97.8% | $7,344-97.4% |