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 | $17,700 | $111,535-84.1% | $105,223-83.2% | $137,256-87.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 22.08% | 237.85%-215.8pp | 180.65%-158.6pp | 220.34%-198.3pp |
| Employer contribution / active EE | $442 | $3,939-88.8% | $3,689-88.0% | $4,156-89.4% |
| Participant deferral / active EE | $1,201 | $5,500-78.2% | $5,072-76.3% | $6,407-81.3% |
| Admin fee / account holder | $36 | $9,721-99.6% | $8,859-99.6% | $12,270-99.7% |