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 | $41,445 | $60,022-31.0% | $88,946-53.4% | $84,808-51.1% |
| Participation rate | 6.8% | 57.8%-51.1pp | 68.8%-62.1pp | 68.3%-61.6pp |
| Annual return | 16.17% | 22.43%-6.3pp | 57.82%-41.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $172 | $1,703-89.9% | $2,555-93.3% | $2,631-93.4% |
| Participant deferral / active EE | $545 | $3,114-82.5% | $4,581-88.1% | $4,212-87.1% |
| Admin fee / account holder | $0 | $4,811-100.0% | $8,261-100.0% | $7,344-100.0% |