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 | $16,480 | $111,535-85.2% | $105,223-84.3% | $137,256-88.0% |
| Participation rate | 17.6% | 78.1%-60.4pp | 75.0%-57.4pp | 80.0%-62.3pp |
| Annual return | 126.59% | 237.85%-111.3pp | 180.65%-54.1pp | 220.34%-93.7pp |
| Employer contribution / active EE | $187 | $3,939-95.3% | $3,689-94.9% | $4,156-95.5% |
| Participant deferral / active EE | $409 | $5,500-92.6% | $5,072-91.9% | $6,407-93.6% |
| Admin fee / account holder | $4 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |