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 5-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 | $32,721 | $89,753-63.5% | $107,525-69.6% | $84,808-61.4% |
| Participation rate | 25.0% | 68.1%-43.1pp | 75.1%-50.1pp | 68.3%-43.3pp |
| Annual return | 19.17% | 29.48%-10.3pp | 181.32%-162.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $475 | $3,113-84.8% | $3,754-87.4% | $2,631-82.0% |
| Participant deferral / active EE | $1,131 | $4,056-72.1% | $5,116-77.9% | $4,212-73.2% |
| Admin fee / account holder | $159 | $7,222-97.8% | $8,919-98.2% | $7,344-97.8% |