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 | $22,982 | $95,266-75.9% | $82,389-72.1% | $142,382-83.9% |
| Participation rate | 30.0% | 74.5%-44.5pp | 69.5%-39.5pp | 80.1%-50.1pp |
| Annual return | 16.20% | 25.74%-9.5pp | 28.67%-12.5pp | 217.08%-200.9pp |
| Employer contribution / active EE | $97 | $2,991-96.7% | $2,517-96.1% | $4,299-97.7% |
| Participant deferral / active EE | $218 | $4,809-95.5% | $4,155-94.8% | $6,507-96.7% |
| Admin fee / account holder | $159 | $8,563-98.1% | $7,231-97.8% | $12,624-98.7% |