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 | $7,823 | $95,266-91.8% | $82,389-90.5% | $142,382-94.5% |
| Participation rate | 30.0% | 74.5%-44.5pp | 69.5%-39.5pp | 80.1%-50.1pp |
| Annual return | 17.58% | 25.74%-8.2pp | 28.67%-11.1pp | 217.08%-199.5pp |
| Employer contribution / active EE | $255 | $2,991-91.5% | $2,517-89.9% | $4,299-94.1% |
| Participant deferral / active EE | $710 | $4,809-85.2% | $4,155-82.9% | $6,507-89.1% |
| Admin fee / account holder | $49 | $8,563-99.4% | $7,231-99.3% | $12,624-99.6% |