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 | $24,929 | $154,228-83.8% | $145,433-82.9% | $137,256-81.8% |
| Participation rate | 14.3% | 83.8%-69.5pp | 82.1%-67.8pp | 80.0%-65.7pp |
| Annual return | 23.91% | 74.59%-50.7pp | 66.58%-42.7pp | 220.34%-196.4pp |
| Employer contribution / active EE | $361 | $4,804-92.5% | $4,554-92.1% | $4,156-91.3% |
| Participant deferral / active EE | $966 | $8,216-88.2% | $7,897-87.8% | $6,407-84.9% |
| Admin fee / account holder | $188 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |