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 | $53,487 | $89,753-40.4% | $107,525-50.3% | $84,808-36.9% |
| Participation rate | 42.9% | 68.1%-25.2pp | 75.1%-32.2pp | 68.3%-25.5pp |
| Annual return | 17.14% | 29.48%-12.3pp | 181.32%-164.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $538 | $3,113-82.7% | $3,754-85.7% | $2,631-79.5% |
| Participant deferral / active EE | $1,183 | $4,056-70.8% | $5,116-76.9% | $4,212-71.9% |
| Admin fee / account holder | $84 | $7,222-98.8% | $8,919-99.1% | $7,344-98.9% |