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 | $17,845 | $97,744-81.7% | $103,476-82.8% | $145,922-87.8% |
| Participation rate | 50.0% | 81.1%-31.1pp | 80.5%-30.5pp | 80.3%-30.3pp |
| Annual return | 13.70% | 25.41%-11.7pp | 23.90%-10.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,027 | $4,677-78.0% | $4,672-78.0% | $4,660-78.0% |
| Participant deferral / active EE | $1,305 | $6,603-80.2% | $6,623-80.3% | $6,688-80.5% |
| Admin fee / account holder | $63 | $12,515-99.5% | $9,413-99.3% | $13,397-99.5% |