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 | $33,621 | $214,378-84.3% | $200,582-83.2% | $142,382-76.4% |
| Participation rate | 36.8% | 87.4%-50.6pp | 86.9%-50.0pp | 80.1%-43.3pp |
| Annual return | 21.23% | 46.41%-25.2pp | 42.33%-21.1pp | 217.08%-195.8pp |
| Employer contribution / active EE | $989 | $6,841-85.6% | $6,419-84.6% | $4,299-77.0% |
| Participant deferral / active EE | $2,958 | $9,865-70.0% | $9,331-68.3% | $6,507-54.5% |
| Admin fee / account holder | $136 | $17,692-99.2% | $16,305-99.2% | $12,624-98.9% |