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 6-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 | $19,094 | $111,814-82.9% | $103,374-81.5% | $145,959-86.9% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 9.46% | 24.77%-15.3pp | 24.89%-15.4pp | 561.95%-552.5pp |
| Employer contribution / active EE | $733 | $4,214-82.6% | $3,869-81.0% | $4,661-84.3% |
| Participant deferral / active EE | $1,283 | $5,618-77.2% | $5,058-74.6% | $6,689-80.8% |
| Admin fee / account holder | $196 | $9,754-98.0% | $8,394-97.7% | $13,398-98.5% |