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 | $31,546 | $214,378-85.3% | $200,582-84.3% | $142,382-77.8% |
| Participation rate | 27.3% | 87.4%-60.2pp | 86.9%-59.6pp | 80.1%-52.8pp |
| Annual return | 20.37% | 46.41%-26.0pp | 42.33%-22.0pp | 217.08%-196.7pp |
| Employer contribution / active EE | $978 | $6,841-85.7% | $6,419-84.8% | $4,299-77.2% |
| Participant deferral / active EE | $1,447 | $9,865-85.3% | $9,331-84.5% | $6,507-77.8% |
| Admin fee / account holder | $71 | $17,692-99.6% | $16,305-99.6% | $12,624-99.4% |