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 | $34,869 | $214,378-83.7% | $200,582-82.6% | $142,382-75.5% |
| Participation rate | 28.6% | 87.4%-58.9pp | 86.9%-58.3pp | 80.1%-51.5pp |
| Annual return | 21.14% | 46.41%-25.3pp | 42.33%-21.2pp | 217.08%-195.9pp |
| Employer contribution / active EE | $321 | $6,841-95.3% | $6,419-95.0% | $4,299-92.5% |
| Participant deferral / active EE | $371 | $9,865-96.2% | $9,331-96.0% | $6,507-94.3% |
| Admin fee / account holder | $72 | $17,692-99.6% | $16,305-99.6% | $12,624-99.4% |