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 | $21,504 | $154,228-86.1% | $145,433-85.2% | $137,256-84.3% |
| Participation rate | 40.9% | 83.8%-42.9pp | 82.1%-41.2pp | 80.0%-39.1pp |
| Annual return | 19.98% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $437 | $4,804-90.9% | $4,554-90.4% | $4,156-89.5% |
| Participant deferral / active EE | $1,594 | $8,216-80.6% | $7,897-79.8% | $6,407-75.1% |
| Admin fee / account holder | $214 | $14,344-98.5% | $13,129-98.4% | $12,270-98.3% |