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 7-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 | $67,614 | $96,484-29.9% | $75,886-10.9% | $152,861-55.8% |
| Participation rate | 21.7% | 76.2%-54.5pp | 69.3%-47.5pp | 82.4%-60.7pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $94 | $3,309-97.2% | $2,500-96.2% | $4,762-98.0% |
| Participant deferral / active EE | $202 | $4,553-95.6% | $3,603-94.4% | $5,850-96.5% |
| Admin fee / account holder | $288 | $8,078-96.4% | $5,418-94.7% | $11,596-97.5% |