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 | $13,815 | $88,710-84.4% | $81,783-83.1% | $145,959-90.5% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 9.79% | 1027.26%-1017.5pp | 775.05%-765.3pp | 561.95%-552.2pp |
| Employer contribution / active EE | $158 | $3,083-94.9% | $2,913-94.6% | $4,661-96.6% |
| Participant deferral / active EE | $278 | $4,645-94.0% | $4,320-93.6% | $6,689-95.8% |
| Admin fee / account holder | $56 | $8,407-99.3% | $7,380-99.2% | $13,398-99.6% |