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 | $71,253 | $114,381-37.7% | $107,525-33.7% | $142,382-50.0% |
| Participation rate | 9.5% | 78.1%-68.6pp | 75.1%-65.6pp | 80.1%-70.6pp |
| Annual return | 23.80% | 242.71%-218.9pp | 181.32%-157.5pp | 217.08%-193.3pp |
| Employer contribution / active EE | $370 | $4,015-90.8% | $3,754-90.1% | $4,299-91.4% |
| Participant deferral / active EE | $756 | $5,564-86.4% | $5,116-85.2% | $6,507-88.4% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |