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 | $14,017 | $81,248-82.7% | $155,509-91.0% | $80,856-82.7% |
| Participation rate | 17.6% | 66.2%-48.6pp | 78.2%-60.5pp | 67.6%-50.0pp |
| Annual return | 12.79% | 33.31%-20.5pp | 64.67%-51.9pp | 35.59%-22.8pp |
| Employer contribution / active EE | $344 | $3,100-88.9% | $4,672-92.6% | $2,755-87.5% |
| Participant deferral / active EE | $593 | $3,452-82.8% | $5,626-89.5% | $4,296-86.2% |
| Admin fee / account holder | $13 | $7,997-99.8% | $15,912-99.9% | $6,918-99.8% |