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 | $11,027 | $77,899-85.8% | $149,673-92.6% | $75,163-85.3% |
| Participation rate | 16.7% | 65.6%-48.9pp | 78.8%-62.1pp | 67.2%-50.5pp |
| Annual return | 43.61% | 31.72%+11.9pp | 134.42%-90.8pp | 160.62%-117.0pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $852 | $3,411-75.0% | $5,680-85.0% | $4,125-79.4% |
| Admin fee / account holder | $13 | $5,956-99.8% | $13,210-99.9% | $5,651-99.8% |