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 | $26,899 | $179,726-85.0% | $156,263-82.8% | $142,382-81.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 18.77% | 77.86%-59.1pp | 59.47%-40.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $182 | $5,069-96.4% | $4,333-95.8% | $4,299-95.8% |
| Participant deferral / active EE | $273 | $6,956-96.1% | $6,158-95.6% | $6,507-95.8% |
| Admin fee / account holder | $163 | $17,272-99.1% | $14,255-98.9% | $12,624-98.7% |