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 4-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 | $10,727 | $111,754-90.4% | $103,333-89.6% | $145,922-92.6% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.5%-44.5pp | 80.3%-50.3pp |
| Annual return | 11.03% | 24.77%-13.7pp | 24.88%-13.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $633 | $4,212-85.0% | $3,868-83.6% | $4,660-86.4% |
| Participant deferral / active EE | $1,266 | $5,619-77.5% | $5,057-75.0% | $6,688-81.1% |
| Admin fee / account holder | $72 | $9,750-99.3% | $8,355-99.1% | $13,397-99.5% |