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 | $27,867 | $89,753-69.0% | $107,525-74.1% | $84,808-67.1% |
| Participation rate | 13.8% | 68.1%-54.3pp | 75.1%-61.3pp | 68.3%-54.5pp |
| Annual return | 34.17% | 29.48%+4.7pp | 181.32%-147.1pp | 40.90%-6.7pp |
| Employer contribution / active EE | $312 | $3,113-90.0% | $3,754-91.7% | $2,631-88.1% |
| Participant deferral / active EE | $1,424 | $4,056-64.9% | $5,116-72.2% | $4,212-66.2% |
| Admin fee / account holder | $20 | $7,222-99.7% | $8,919-99.8% | $7,344-99.7% |