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 | $10,128 | $45,863-77.9% | $77,024-86.9% | $68,494-85.2% |
| Participation rate | 9.6% | 55.9%-46.3pp | 67.9%-58.3pp | 67.9%-58.3pp |
| Annual return | 41.98% | 1.72%+40.3pp | 42.32%-0.3pp | -7.84%+49.8pp |
| Employer contribution / active EE | $78 | $1,650-95.2% | $2,812-97.2% | $2,596-97.0% |
| Participant deferral / active EE | $279 | $2,962-90.6% | $4,426-93.7% | $4,027-93.1% |
| Admin fee / account holder | $76 | $3,041-97.5% | $5,425-98.6% | $5,403-98.6% |