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 | $18,262 | $161,352-88.7% | $134,172-86.4% | $137,256-86.7% |
| Participation rate | 38.9% | 78.3%-39.4pp | 72.5%-33.6pp | 80.0%-41.1pp |
| Annual return | 21.05% | 28.72%-7.7pp | 25.30%-4.3pp | 220.34%-199.3pp |
| Employer contribution / active EE | $736 | $4,099-82.0% | $3,420-78.5% | $4,156-82.3% |
| Participant deferral / active EE | $1,226 | $5,552-77.9% | $4,690-73.9% | $6,407-80.9% |
| Admin fee / account holder | $177 | $15,028-98.8% | $12,016-98.5% | $12,270-98.6% |