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 | $20,939 | $111,724-81.3% | $93,606-77.6% | $145,922-85.7% |
| Participation rate | 35.7% | 74.2%-38.5pp | 68.7%-33.0pp | 80.3%-44.6pp |
| Annual return | 51.57% | 202.98%-151.4pp | 133.20%-81.6pp | 561.29%-509.7pp |
| Employer contribution / active EE | $374 | $3,090-87.9% | $2,420-84.6% | $4,660-92.0% |
| Participant deferral / active EE | $459 | $4,912-90.7% | $4,411-89.6% | $6,688-93.1% |
| Admin fee / account holder | $82 | $10,250-99.2% | $8,285-99.0% | $13,397-99.4% |