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 | $16,419 | $154,228-89.4% | $145,433-88.7% | $137,256-88.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 24.34% | 74.59%-50.2pp | 66.58%-42.2pp | 220.34%-196.0pp |
| Employer contribution / active EE | $520 | $4,804-89.2% | $4,554-88.6% | $4,156-87.5% |
| Participant deferral / active EE | $1,455 | $8,216-82.3% | $7,897-81.6% | $6,407-77.3% |
| Admin fee / account holder | $60 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |