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 | $40,119 | $175,202-77.1% | $149,673-73.2% | $139,434-71.2% |
| Participation rate | 11.1% | 83.4%-72.3pp | 78.8%-67.7pp | 80.3%-69.2pp |
| Annual return | 19.28% | 166.71%-147.4pp | 134.42%-115.1pp | 372.94%-353.7pp |
| Employer contribution / active EE | $879 | $5,474-83.9% | $4,818-81.8% | $4,751-81.5% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $5,680-100.0% | $6,710-100.0% |
| Admin fee / account holder | $173 | $16,150-98.9% | $13,210-98.7% | $11,403-98.5% |