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 | $163,101-88.8% | $136,749-86.6% | $142,382-87.2% |
| Participation rate | 38.9% | 78.2%-39.3pp | 72.1%-33.3pp | 80.1%-41.2pp |
| Annual return | 21.05% | 27.54%-6.5pp | 24.33%-3.3pp | 217.08%-196.0pp |
| Employer contribution / active EE | $736 | $4,117-82.1% | $3,400-78.3% | $4,299-82.9% |
| Participant deferral / active EE | $1,226 | $5,585-78.0% | $4,692-73.9% | $6,507-81.2% |
| Admin fee / account holder | $177 | $14,318-98.8% | $11,386-98.4% | $12,624-98.6% |