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 | $13,500 | $58,208-76.8% | $81,812-83.5% | $80,856-83.3% |
| Participation rate | 9.7% | 63.4%-53.7pp | 72.3%-62.7pp | 67.6%-58.0pp |
| Annual return | 15.73% | 41.66%-25.9pp | 773.79%-758.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $281 | $2,340-88.0% | $2,912-90.3% | $2,755-89.8% |
| Participant deferral / active EE | $402 | $3,281-87.7% | $4,319-90.7% | $4,296-90.6% |
| Admin fee / account holder | $107 | $4,981-97.9% | $7,386-98.6% | $6,918-98.5% |