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 | $17,431 | $177,572-90.2% | $154,803-88.7% | $142,382-87.8% |
| Participation rate | 23.1% | 82.1%-59.0pp | 78.1%-55.0pp | 80.1%-57.0pp |
| Annual return | 26.68% | 65.07%-38.4pp | 58.88%-32.2pp | 217.08%-190.4pp |
| Employer contribution / active EE | $721 | $4,810-85.0% | $4,305-83.3% | $4,299-83.2% |
| Participant deferral / active EE | $789 | $6,272-87.4% | $5,540-85.8% | $6,507-87.9% |
| Admin fee / account holder | $20 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |