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 | $12,604 | $117,983-89.3% | $101,794-87.6% | $142,382-91.1% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.2%-44.2pp | 80.1%-55.1pp |
| Annual return | 18.11% | 36.92%-18.8pp | 30.53%-12.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $713 | $4,714-84.9% | $4,084-82.5% | $6,507-89.0% |
| Admin fee / account holder | $73 | $10,433-99.3% | $8,777-99.2% | $12,624-99.4% |