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 | $13,897 | $74,888-81.4% | $71,209-80.5% | $142,382-90.2% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.1%-60.1pp |
| Annual return | 25.50% | 345.14%-319.6pp | 282.51%-257.0pp | 217.08%-191.6pp |
| Employer contribution / active EE | $252 | $2,854-91.2% | $2,721-90.7% | $4,299-94.1% |
| Participant deferral / active EE | $432 | $4,454-90.3% | $4,175-89.7% | $6,507-93.4% |
| Admin fee / account holder | $18 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |