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 | $49,815 | $111,535-55.3% | $105,223-52.7% | $137,256-63.7% |
| Participation rate | 18.2% | 78.1%-59.9pp | 75.0%-56.9pp | 80.0%-61.8pp |
| Annual return | 14.30% | 237.85%-223.6pp | 180.65%-166.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $373 | $3,939-90.5% | $3,689-89.9% | $4,156-91.0% |
| Participant deferral / active EE | $933 | $5,500-83.0% | $5,072-81.6% | $6,407-85.4% |
| Admin fee / account holder | $25 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |