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 | $13,453 | $77,899-82.7% | $149,673-91.0% | $75,163-82.1% |
| Participation rate | 17.5% | 65.6%-48.1pp | 78.8%-61.3pp | 67.2%-49.7pp |
| Annual return | 160.23% | 31.72%+128.5pp | 134.42%+25.8pp | 160.62%-0.4pp |
| Employer contribution / active EE | $225 | $3,137-92.8% | $4,818-95.3% | $2,670-91.6% |
| Participant deferral / active EE | $737 | $3,411-78.4% | $5,680-87.0% | $4,125-82.1% |
| Admin fee / account holder | $205 | $5,956-96.6% | $13,210-98.5% | $5,651-96.4% |