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 | $14,482 | $112,729-87.2% | $98,716-85.3% | $137,256-89.4% |
| Participation rate | 26.7% | 74.2%-47.6pp | 69.3%-42.6pp | 80.0%-53.3pp |
| Annual return | 23.88% | 38.48%-14.6pp | 31.81%-7.9pp | 220.34%-196.5pp |
| Employer contribution / active EE | $314 | $2,725-88.5% | $2,279-86.2% | $4,156-92.5% |
| Participant deferral / active EE | $375 | $4,640-91.9% | $4,048-90.7% | $6,407-94.1% |
| Admin fee / account holder | $115 | $10,129-98.9% | $8,703-98.7% | $12,270-99.1% |