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 | $117,983-75.8% | $101,794-71.9% | $142,382-79.9% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.2%-44.2pp | 80.1%-55.1pp |
| Annual return | 30.18% | 36.92%-6.7pp | 30.53%-0.3pp | 217.08%-186.9pp |
| Employer contribution / active EE | $158 | $2,773-94.3% | $2,289-93.1% | $4,299-96.3% |
| Participant deferral / active EE | $192 | $4,714-95.9% | $4,084-95.3% | $6,507-97.1% |
| Admin fee / account holder | $3 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |