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 | $23,218 | $172,111-86.5% | $150,298-84.6% | $137,256-83.1% |
| Participation rate | 20.0% | 81.7%-61.7pp | 77.8%-57.8pp | 80.0%-60.0pp |
| Annual return | 21.70% | 69.37%-47.7pp | 62.79%-41.1pp | 220.34%-198.6pp |
| Employer contribution / active EE | $765 | $4,636-83.5% | $4,154-81.6% | $4,156-81.6% |
| Participant deferral / active EE | $1,065 | $6,166-82.7% | $5,453-80.5% | $6,407-83.4% |
| Admin fee / account holder | $63 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |