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 | $16,321 | $172,111-90.5% | $150,298-89.1% | $137,256-88.1% |
| Participation rate | 16.7% | 81.7%-65.0pp | 77.8%-61.1pp | 80.0%-63.3pp |
| Annual return | 13.39% | 69.37%-56.0pp | 62.79%-49.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $404 | $4,636-91.3% | $4,154-90.3% | $4,156-90.3% |
| Participant deferral / active EE | $486 | $6,166-92.1% | $5,453-91.1% | $6,407-92.4% |
| Admin fee / account holder | $121 | $16,471-99.3% | $14,116-99.1% | $12,270-99.0% |