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 | $26,972 | $172,111-84.3% | $150,298-82.1% | $137,256-80.3% |
| Participation rate | 17.6% | 81.7%-64.1pp | 77.8%-60.1pp | 80.0%-62.3pp |
| Annual return | 17.21% | 69.37%-52.2pp | 62.79%-45.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $220 | $4,636-95.3% | $4,154-94.7% | $4,156-94.7% |
| Participant deferral / active EE | $224 | $6,166-96.4% | $5,453-95.9% | $6,407-96.5% |
| Admin fee / account holder | $215 | $16,471-98.7% | $14,116-98.5% | $12,270-98.3% |