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 | $32,364 | $93,571-65.4% | $135,903-76.2% | $75,163-56.9% |
| Participation rate | 19.6% | 75.2%-55.6pp | 81.9%-62.3pp | 67.2%-47.6pp |
| Annual return | 26.17% | 30.90%-4.7pp | 68.23%-42.1pp | 160.62%-134.4pp |
| Employer contribution / active EE | $494 | $3,537-86.0% | $4,856-89.8% | $2,670-81.5% |
| Participant deferral / active EE | $1,635 | $6,404-74.5% | $7,758-78.9% | $4,125-60.4% |
| Admin fee / account holder | $236 | $6,975-96.6% | $10,762-97.8% | $5,651-95.8% |