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 | $13,477 | $177,572-92.4% | $154,803-91.3% | $142,382-90.5% |
| Participation rate | 38.5% | 82.1%-43.6pp | 78.1%-39.6pp | 80.1%-41.7pp |
| Annual return | 14.01% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $681 | $4,810-85.8% | $4,305-84.2% | $4,299-84.2% |
| Participant deferral / active EE | $832 | $6,272-86.7% | $5,540-85.0% | $6,507-87.2% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |