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 | $31,289 | $106,584-70.6% | $101,326-69.1% | $142,382-78.0% |
| Participation rate | 23.5% | 82.7%-59.2pp | 81.5%-58.0pp | 80.1%-56.6pp |
| Annual return | 22.28% | 36.93%-14.7pp | 36.82%-14.5pp | 217.08%-194.8pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,774 | $8,297-78.6% | $7,994-77.8% | $6,507-72.7% |
| Admin fee / account holder | $114 | $11,446-99.0% | $11,185-99.0% | $12,624-99.1% |