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 | $23,993 | $106,515-77.5% | $96,683-75.2% | $139,434-82.8% |
| Participation rate | 14.3% | 77.8%-63.6pp | 74.3%-60.1pp | 80.3%-66.0pp |
| Annual return | 32.57% | 38.43%-5.9pp | 35.69%-3.1pp | 372.94%-340.4pp |
| Employer contribution / active EE | $594 | $4,103-85.5% | $3,737-84.1% | $4,751-87.5% |
| Participant deferral / active EE | $771 | $5,454-85.9% | $4,878-84.2% | $6,710-88.5% |
| Admin fee / account holder | $13 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |