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 | $18,392 | $159,602-88.5% | $150,045-87.7% | $142,382-87.1% |
| Participation rate | 54.5% | 84.0%-29.4pp | 82.3%-27.8pp | 80.1%-25.6pp |
| Annual return | 56.90% | 70.24%-13.3pp | 62.55%-5.6pp | 217.08%-160.2pp |
| Employer contribution / active EE | $437 | $4,961-91.2% | $4,693-90.7% | $4,299-89.8% |
| Participant deferral / active EE | $537 | $8,310-93.5% | $7,997-93.3% | $6,507-91.7% |
| Admin fee / account holder | $73 | $14,846-99.5% | $13,435-99.5% | $12,624-99.4% |