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 | $27,690 | $159,602-82.7% | $150,045-81.5% | $142,382-80.6% |
| Participation rate | 47.6% | 84.0%-36.4pp | 82.3%-34.7pp | 80.1%-32.5pp |
| Annual return | 17.27% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $675 | $4,961-86.4% | $4,693-85.6% | $4,299-84.3% |
| Participant deferral / active EE | $1,443 | $8,310-82.6% | $7,997-82.0% | $6,507-77.8% |
| Admin fee / account holder | $27 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |