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 5-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 | $29,148 | $57,016-48.9% | $84,966-65.7% | $80,856-64.0% |
| Participation rate | 6.9% | 56.3%-49.5pp | 67.5%-60.6pp | 67.6%-60.7pp |
| Annual return | 17.15% | 21.66%-4.5pp | 66.38%-49.2pp | 35.59%-18.4pp |
| Employer contribution / active EE | $160 | $1,798-91.1% | $2,727-94.1% | $2,755-94.2% |
| Participant deferral / active EE | $469 | $3,110-84.9% | $4,519-89.6% | $4,296-89.1% |
| Admin fee / account holder | $176 | $4,980-96.5% | $6,149-97.1% | $6,918-97.5% |