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 | $10,631 | $97,125-89.1% | $86,233-87.7% | $137,256-92.3% |
| Participation rate | 18.2% | 74.2%-56.0pp | 69.0%-50.8pp | 80.0%-61.8pp |
| Annual return | 21.31% | 74.19%-52.9pp | 61.39%-40.1pp | 220.34%-199.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $520 | $5,180-90.0% | $4,559-88.6% | $6,407-91.9% |
| Admin fee / account holder | $62 | $9,725-99.4% | $8,342-99.3% | $12,270-99.5% |