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 10-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 | $24,030 | $77,899-69.2% | $149,673-83.9% | $75,163-68.0% |
| Participation rate | 30.5% | 65.6%-35.1pp | 78.8%-48.3pp | 67.2%-36.7pp |
| Annual return | 14.46% | 31.72%-17.3pp | 134.42%-120.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $303 | $3,137-90.4% | $4,818-93.7% | $2,670-88.7% |
| Participant deferral / active EE | $601 | $3,411-82.4% | $5,680-89.4% | $4,125-85.4% |
| Admin fee / account holder | $258 | $5,956-95.7% | $13,210-98.0% | $5,651-95.4% |