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 | $100,970-69.0% | $96,576-67.6% | $137,256-77.2% |
| Participation rate | 23.5% | 82.6%-59.1pp | 81.4%-57.9pp | 80.0%-56.4pp |
| Annual return | 22.28% | 38.16%-15.9pp | 38.47%-16.2pp | 220.34%-198.1pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,774 | $8,286-78.6% | $7,956-77.7% | $6,407-72.3% |
| Admin fee / account holder | $114 | $11,312-99.0% | $11,381-99.0% | $12,270-99.1% |