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 | $30,511 | $87,733-65.2% | $106,548-71.4% | $85,850-64.5% |
| Participation rate | 41.7% | 71.9%-30.3pp | 76.1%-34.5pp | 69.3%-27.6pp |
| Annual return | 12.40% | 21.86%-9.5pp | 26.80%-14.4pp | 318.53%-306.1pp |
| Employer contribution / active EE | $178 | $2,073-91.4% | $2,819-93.7% | $2,565-93.1% |
| Participant deferral / active EE | $1,006 | $3,469-71.0% | $4,398-77.1% | $3,952-74.5% |
| Admin fee / account holder | $247 | $6,767-96.4% | $7,407-96.7% | $6,260-96.1% |