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 | $15,990 | $210,648-92.4% | $177,989-91.0% | $145,922-89.0% |
| Participation rate | 14.3% | 80.8%-66.5pp | 77.1%-62.8pp | 80.3%-66.0pp |
| Annual return | 15.13% | 385.86%-370.7pp | 294.48%-279.4pp | 561.29%-546.2pp |
| Employer contribution / active EE | $409 | $4,565-91.0% | $3,949-89.7% | $4,660-91.2% |
| Participant deferral / active EE | $931 | $6,958-86.6% | $6,276-85.2% | $6,688-86.1% |
| Admin fee / account holder | $123 | $12,013-99.0% | $10,363-98.8% | $13,397-99.1% |