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 | $22,653 | $159,602-85.8% | $150,045-84.9% | $142,382-84.1% |
| Participation rate | 21.1% | 84.0%-62.9pp | 82.3%-61.3pp | 80.1%-59.1pp |
| Annual return | 23.69% | 70.24%-46.5pp | 62.55%-38.9pp | 217.08%-193.4pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,752 | $8,310-78.9% | $7,997-78.1% | $6,507-73.1% |
| Admin fee / account holder | $116 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |