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 | $60,892-48.9% | $82,389-62.2% | $84,808-63.3% |
| Participation rate | 17.1% | 63.3%-46.1pp | 69.5%-52.4pp | 68.3%-51.2pp |
| Annual return | 14.62% | 37.29%-22.7pp | 28.67%-14.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $275 | $1,779-84.5% | $2,517-89.1% | $2,631-89.5% |
| Participant deferral / active EE | $452 | $3,179-85.8% | $4,155-89.1% | $4,212-89.3% |
| Admin fee / account holder | $195 | $5,467-96.4% | $7,231-97.3% | $7,344-97.3% |