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 | $14,675 | $114,381-87.2% | $107,525-86.4% | $142,382-89.7% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 23.88% | 242.71%-218.8pp | 181.32%-157.4pp | 217.08%-193.2pp |
| Employer contribution / active EE | $733 | $4,015-81.7% | $3,754-80.5% | $4,299-82.9% |
| Participant deferral / active EE | $1,180 | $5,564-78.8% | $5,116-76.9% | $6,507-81.9% |
| Admin fee / account holder | $78 | $9,860-99.2% | $8,919-99.1% | $12,624-99.4% |