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 | $26,806 | $118,450-77.4% | $98,439-72.8% | $139,434-80.8% |
| Participation rate | 6.3% | 77.4%-71.2pp | 75.2%-68.9pp | 80.3%-74.1pp |
| Annual return | 24.20% | 18.94%+5.3pp | 21.16%+3.0pp | 372.94%-348.7pp |
| Employer contribution / active EE | $494 | $3,609-86.3% | $3,048-83.8% | $4,751-89.6% |
| Participant deferral / active EE | $1,363 | $5,392-74.7% | $4,738-71.2% | $6,710-79.7% |
| Admin fee / account holder | $99 | $14,026-99.3% | $8,948-98.9% | $11,403-99.1% |