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 | $23,730 | $114,381-79.3% | $107,525-77.9% | $142,382-83.3% |
| Participation rate | 26.3% | 78.1%-51.8pp | 75.1%-48.8pp | 80.1%-53.8pp |
| Annual return | 22.62% | 242.71%-220.1pp | 181.32%-158.7pp | 217.08%-194.5pp |
| Employer contribution / active EE | $283 | $4,015-93.0% | $3,754-92.5% | $4,299-93.4% |
| Participant deferral / active EE | $1,407 | $5,564-74.7% | $5,116-72.5% | $6,507-78.4% |
| Admin fee / account holder | $71 | $9,860-99.3% | $8,919-99.2% | $12,624-99.4% |