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 | $21,434 | $154,228-86.1% | $145,433-85.3% | $137,256-84.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 19.21% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $47 | $4,804-99.0% | $4,554-99.0% | $4,156-98.9% |
| Participant deferral / active EE | $326 | $8,216-96.0% | $7,897-95.9% | $6,407-94.9% |
| Admin fee / account holder | $76 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |