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 | $87,166-91.0% | $76,735-89.8% | $137,256-94.3% |
| Participation rate | 30.0% | 74.4%-44.4pp | 69.5%-39.5pp | 80.0%-50.0pp |
| Annual return | 17.58% | 26.50%-8.9pp | 29.77%-12.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $255 | $2,904-91.2% | $2,454-89.6% | $4,156-93.9% |
| Participant deferral / active EE | $710 | $4,726-85.0% | $4,088-82.6% | $6,407-88.9% |
| Admin fee / account holder | $49 | $8,403-99.4% | $7,189-99.3% | $12,270-99.6% |