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 3-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 | $14,971 | $177,572-91.6% | $154,803-90.3% | $142,382-89.5% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 23.47% | 65.07%-41.6pp | 58.88%-35.4pp | 217.08%-193.6pp |
| Employer contribution / active EE | $280 | $4,810-94.2% | $4,305-93.5% | $4,299-93.5% |
| Participant deferral / active EE | $1,217 | $6,272-80.6% | $5,540-78.0% | $6,507-81.3% |
| Admin fee / account holder | $88 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |