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 | $37,345 | $76,407-51.1% | $150,298-75.2% | $82,448-54.7% |
| Participation rate | 6.3% | 66.4%-60.1pp | 77.8%-71.5pp | 68.1%-61.8pp |
| Annual return | 15.88% | 39.99%-24.1pp | 62.79%-46.9pp | 41.64%-25.8pp |
| Employer contribution / active EE | $94 | $2,614-96.4% | $4,154-97.7% | $2,551-96.3% |
| Participant deferral / active EE | $459 | $3,214-85.7% | $5,453-91.6% | $4,139-88.9% |
| Admin fee / account holder | $219 | $6,352-96.6% | $14,116-98.5% | $7,234-97.0% |