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 | $23,748 | $159,602-85.1% | $150,045-84.2% | $142,382-83.3% |
| Participation rate | 27.8% | 84.0%-56.2pp | 82.3%-54.5pp | 80.1%-52.3pp |
| Annual return | 24.10% | 70.24%-46.1pp | 62.55%-38.4pp | 217.08%-193.0pp |
| Employer contribution / active EE | $749 | $4,961-84.9% | $4,693-84.0% | $4,299-82.6% |
| Participant deferral / active EE | $2,137 | $8,310-74.3% | $7,997-73.3% | $6,507-67.2% |
| Admin fee / account holder | $133 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |