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 | $59,235 | $201,259-70.6% | $184,200-67.8% | $145,959-59.4% |
| Participation rate | 23.1% | 87.5%-64.4pp | 86.8%-63.8pp | 80.3%-57.2pp |
| Annual return | 15.80% | 28.98%-13.2pp | 28.80%-13.0pp | 561.95%-546.2pp |
| Employer contribution / active EE | $508 | $7,018-92.8% | $6,424-92.1% | $4,661-89.1% |
| Participant deferral / active EE | $1,172 | $9,806-88.0% | $9,132-87.2% | $6,689-82.5% |
| Admin fee / account holder | $20 | $16,372-99.9% | $13,907-99.9% | $13,398-99.9% |