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 | $114,381-56.4% | $107,525-53.7% | $142,382-65.0% |
| Participation rate | 18.2% | 78.1%-60.0pp | 75.1%-56.9pp | 80.1%-61.9pp |
| Annual return | 14.30% | 242.71%-228.4pp | 181.32%-167.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $373 | $4,015-90.7% | $3,754-90.1% | $4,299-91.3% |
| Participant deferral / active EE | $933 | $5,564-83.2% | $5,116-81.8% | $6,507-85.7% |
| Admin fee / account holder | $25 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |