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 | $46,068 | $172,111-73.2% | $150,298-69.3% | $137,256-66.4% |
| Participation rate | 10.0% | 81.7%-71.7pp | 77.8%-67.8pp | 80.0%-70.0pp |
| Annual return | 24.40% | 69.37%-45.0pp | 62.79%-38.4pp | 220.34%-195.9pp |
| Employer contribution / active EE | $489 | $4,636-89.4% | $4,154-88.2% | $4,156-88.2% |
| Participant deferral / active EE | $622 | $6,166-89.9% | $5,453-88.6% | $6,407-90.3% |
| Admin fee / account holder | $298 | $16,471-98.2% | $14,116-97.9% | $12,270-97.6% |