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 | $32,010 | $58,627-45.4% | $76,735-58.3% | $82,448-61.2% |
| Participation rate | 9.3% | 63.2%-54.0pp | 69.5%-60.2pp | 68.1%-58.8pp |
| Annual return | 21.01% | 39.10%-18.1pp | 29.77%-8.8pp | 41.64%-20.6pp |
| Employer contribution / active EE | $171 | $1,729-90.1% | $2,454-93.0% | $2,551-93.3% |
| Participant deferral / active EE | $714 | $3,134-77.2% | $4,088-82.5% | $4,139-82.7% |
| Admin fee / account holder | $277 | $5,323-94.8% | $7,189-96.1% | $7,234-96.2% |