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 | $3,683 | $51,638-92.9% | $68,368-94.6% | $82,448-95.5% |
| Participation rate | 18.5% | 63.6%-45.1pp | 73.8%-55.2pp | 68.1%-49.5pp |
| Annual return | 18.14% | 37.53%-19.4pp | 292.57%-274.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $169 | $2,914-94.2% | $4,123-95.9% | $4,139-95.9% |
| Admin fee / account holder | $37 | $4,643-99.2% | $5,150-99.3% | $7,234-99.5% |