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 | $15,585 | $49,922-68.8% | $80,569-80.7% | $75,163-79.3% |
| Participation rate | 8.8% | 55.3%-46.5pp | 67.0%-58.2pp | 67.2%-58.4pp |
| Annual return | 24.03% | 34.69%-10.7pp | 935.43%-911.4pp | 160.62%-136.6pp |
| Employer contribution / active EE | $69 | $1,698-95.9% | $2,723-97.5% | $2,670-97.4% |
| Participant deferral / active EE | $196 | $2,990-93.4% | $4,447-95.6% | $4,125-95.2% |
| Admin fee / account holder | $131 | $3,577-96.3% | $5,377-97.6% | $5,651-97.7% |