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 | $22,460 | $175,202-87.2% | $149,673-85.0% | $139,434-83.9% |
| Participation rate | 16.7% | 83.4%-66.7pp | 78.8%-62.1pp | 80.3%-63.7pp |
| Annual return | 28.18% | 166.71%-138.5pp | 134.42%-106.2pp | 372.94%-344.8pp |
| Employer contribution / active EE | $57 | $5,474-99.0% | $4,818-98.8% | $4,751-98.8% |
| Participant deferral / active EE | $1,234 | $6,519-81.1% | $5,680-78.3% | $6,710-81.6% |
| Admin fee / account holder | $137 | $16,150-99.2% | $13,210-99.0% | $11,403-98.8% |