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 | $28,578 | $112,729-74.6% | $98,716-71.1% | $137,256-79.2% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.3%-44.3pp | 80.0%-55.0pp |
| Annual return | 30.18% | 38.48%-8.3pp | 31.81%-1.6pp | 220.34%-190.2pp |
| Employer contribution / active EE | $158 | $2,725-94.2% | $2,279-93.1% | $4,156-96.2% |
| Participant deferral / active EE | $192 | $4,640-95.9% | $4,048-95.3% | $6,407-97.0% |
| Admin fee / account holder | $3 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |