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 4-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 | $31,117 | $58,627-46.9% | $76,735-59.4% | $82,448-62.3% |
| Participation rate | 17.1% | 63.2%-46.1pp | 69.5%-52.4pp | 68.1%-50.9pp |
| Annual return | 14.62% | 39.10%-24.5pp | 29.77%-15.1pp | 41.64%-27.0pp |
| Employer contribution / active EE | $275 | $1,729-84.1% | $2,454-88.8% | $2,551-89.2% |
| Participant deferral / active EE | $452 | $3,134-85.6% | $4,088-88.9% | $4,139-89.1% |
| Admin fee / account holder | $195 | $5,323-96.3% | $7,189-97.3% | $7,234-97.3% |