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 | $27,604 | $148,534-81.4% | $135,903-79.7% | $139,434-80.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 16.74% | 79.19%-62.5pp | 68.23%-51.5pp | 372.94%-356.2pp |
| Employer contribution / active EE | $932 | $5,243-82.2% | $4,856-80.8% | $4,751-80.4% |
| Participant deferral / active EE | $2,223 | $8,100-72.6% | $7,758-71.3% | $6,710-66.9% |
| Admin fee / account holder | $136 | $12,400-98.9% | $10,762-98.7% | $11,403-98.8% |