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 | $24,508 | $183,519-86.6% | $155,509-84.2% | $145,922-83.2% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 13.11% | 61.17%-48.1pp | 64.67%-51.6pp | 561.29%-548.2pp |
| Employer contribution / active EE | $755 | $5,313-85.8% | $4,672-83.8% | $4,660-83.8% |
| Participant deferral / active EE | $1,510 | $6,462-76.6% | $5,626-73.2% | $6,688-77.4% |
| Admin fee / account holder | $201 | $19,313-99.0% | $15,912-98.7% | $13,397-98.5% |