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 | $37,679 | $111,754-66.3% | $103,333-63.5% | $145,922-74.2% |
| Participation rate | 14.3% | 77.9%-63.7pp | 74.5%-60.2pp | 80.3%-66.0pp |
| Annual return | 18.29% | 24.77%-6.5pp | 24.88%-6.6pp | 561.29%-543.0pp |
| Employer contribution / active EE | $582 | $4,212-86.2% | $3,868-84.9% | $4,660-87.5% |
| Participant deferral / active EE | $746 | $5,619-86.7% | $5,057-85.3% | $6,688-88.8% |
| Admin fee / account holder | $17 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |