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 5-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 | $10,184 | $64,839-84.3% | $95,585-89.3% | $84,808-88.0% |
| Participation rate | 3.7% | 63.8%-60.1pp | 72.1%-68.4pp | 68.3%-64.6pp |
| Annual return | 30.02% | -670.96%+701.0pp | 38.56%-8.5pp | 40.90%-10.9pp |
| Employer contribution / active EE | $69 | $1,759-96.1% | $2,527-97.3% | $2,631-97.4% |
| Participant deferral / active EE | $86 | $2,965-97.1% | $4,023-97.9% | $4,212-98.0% |
| Admin fee / account holder | $50 | $5,964-99.2% | $6,127-99.2% | $7,344-99.3% |