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 | $59,529 | $93,571-36.4% | $135,903-56.2% | $75,163-20.8% |
| Participation rate | 9.1% | 75.2%-66.1pp | 81.9%-72.8pp | 67.2%-58.1pp |
| Annual return | 22.74% | 30.90%-8.2pp | 68.23%-45.5pp | 160.62%-137.9pp |
| Employer contribution / active EE | $27 | $3,537-99.2% | $4,856-99.4% | $2,670-99.0% |
| Participant deferral / active EE | $27 | $6,404-99.6% | $7,758-99.7% | $4,125-99.3% |
| Admin fee / account holder | $293 | $6,975-95.8% | $10,762-97.3% | $5,651-94.8% |