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 | $24,303 | $81,248-70.1% | $155,509-84.4% | $80,856-69.9% |
| Participation rate | 7.9% | 66.2%-58.3pp | 78.2%-70.2pp | 67.6%-59.7pp |
| Annual return | 14.55% | 33.31%-18.8pp | 64.67%-50.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $347 | $3,100-88.8% | $4,672-92.6% | $2,755-87.4% |
| Participant deferral / active EE | $607 | $3,452-82.4% | $5,626-89.2% | $4,296-85.9% |
| Admin fee / account holder | $23 | $7,997-99.7% | $15,912-99.9% | $6,918-99.7% |