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 | $9,868 | $99,877-90.1% | $84,966-88.4% | $145,922-93.2% |
| Participation rate | 13.0% | 74.1%-61.0pp | 67.5%-54.5pp | 80.3%-67.2pp |
| Annual return | 14.54% | 83.76%-69.2pp | 66.38%-51.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $20 | $3,231-99.4% | $2,727-99.3% | $4,660-99.6% |
| Participant deferral / active EE | $495 | $5,291-90.6% | $4,519-89.0% | $6,688-92.6% |
| Admin fee / account holder | $179 | $7,248-97.5% | $6,149-97.1% | $13,397-98.7% |