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 | $53,684 | $68,547-21.7% | $120,354-55.4% | $80,856-33.6% |
| Participation rate | 8.1% | 61.6%-53.5pp | 71.9%-63.8pp | 67.6%-59.6pp |
| Annual return | 12.45% | 23.60%-11.1pp | 107.15%-94.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $203 | $2,051-90.1% | $3,463-94.2% | $2,755-92.6% |
| Participant deferral / active EE | $455 | $3,173-85.7% | $4,991-90.9% | $4,296-89.4% |
| Admin fee / account holder | $202 | $5,732-96.5% | $9,423-97.9% | $6,918-97.1% |