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 5-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 | $34,384 | $214,378-84.0% | $200,582-82.9% | $142,382-75.9% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.9%-26.9pp | 80.1%-20.1pp |
| Annual return | 17.24% | 46.41%-29.2pp | 42.33%-25.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $850 | $6,841-87.6% | $6,419-86.8% | $4,299-80.2% |
| Participant deferral / active EE | $1,063 | $9,865-89.2% | $9,331-88.6% | $6,507-83.7% |
| Admin fee / account holder | $120 | $17,692-99.3% | $16,305-99.3% | $12,624-99.0% |