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 5-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 | $31,016 | $214,378-85.5% | $200,582-84.5% | $142,382-78.2% |
| Participation rate | 33.3% | 87.4%-54.1pp | 86.9%-53.6pp | 80.1%-46.8pp |
| Annual return | 16.80% | 46.41%-29.6pp | 42.33%-25.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $254 | $6,841-96.3% | $6,419-96.1% | $4,299-94.1% |
| Participant deferral / active EE | $1,015 | $9,865-89.7% | $9,331-89.1% | $6,507-84.4% |
| Admin fee / account holder | $243 | $17,692-98.6% | $16,305-98.5% | $12,624-98.1% |