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 | $28,022 | $106,515-73.7% | $96,683-71.0% | $139,434-79.9% |
| Participation rate | 9.1% | 77.8%-68.7pp | 74.3%-65.3pp | 80.3%-71.2pp |
| Annual return | 32.66% | 38.43%-5.8pp | 35.69%-3.0pp | 372.94%-340.3pp |
| Employer contribution / active EE | $343 | $4,103-91.6% | $3,737-90.8% | $4,751-92.8% |
| Participant deferral / active EE | $818 | $5,454-85.0% | $4,878-83.2% | $6,710-87.8% |
| Admin fee / account holder | $204 | $7,877-97.4% | $6,730-97.0% | $11,403-98.2% |