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 | $38,323 | $159,602-76.0% | $150,045-74.5% | $142,382-73.1% |
| Participation rate | 18.2% | 84.0%-65.8pp | 82.3%-64.1pp | 80.1%-61.9pp |
| Annual return | 16.77% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $455 | $4,961-90.8% | $4,693-90.3% | $4,299-89.4% |
| Participant deferral / active EE | $1,136 | $8,310-86.3% | $7,997-85.8% | $6,507-82.5% |
| Admin fee / account holder | $78 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |