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 | $22,459 | $159,901-86.0% | $146,958-84.7% | $145,922-84.6% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 20.83% | 98.13%-77.3pp | 418.34%-397.5pp | 561.29%-540.5pp |
| Employer contribution / active EE | $917 | $5,286-82.7% | $4,933-81.4% | $4,660-80.3% |
| Participant deferral / active EE | $2,354 | $8,428-72.1% | $8,070-70.8% | $6,688-64.8% |
| Admin fee / account holder | $68 | $15,044-99.6% | $12,998-99.5% | $13,397-99.5% |