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 3-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 | $20,087 | $111,754-82.0% | $103,333-80.6% | $145,922-86.2% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 15.82% | 24.77%-8.9pp | 24.88%-9.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $481 | $4,212-88.6% | $3,868-87.6% | $4,660-89.7% |
| Participant deferral / active EE | $1,175 | $5,619-79.1% | $5,057-76.8% | $6,688-82.4% |
| Admin fee / account holder | $159 | $9,750-98.4% | $8,355-98.1% | $13,397-98.8% |