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 | $29,152 | $65,041-55.2% | $90,951-67.9% | $79,858-63.5% |
| Participation rate | 14.8% | 61.6%-46.8pp | 69.0%-54.2pp | 69.6%-54.8pp |
| Annual return | 14.74% | 30.45%-15.7pp | 134.60%-119.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $162 | $1,247-87.0% | $2,122-92.4% | $2,471-93.5% |
| Participant deferral / active EE | $387 | $2,512-84.6% | $3,373-88.5% | $3,740-89.6% |
| Admin fee / account holder | $269 | $4,536-94.1% | $5,959-95.5% | $5,306-94.9% |