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 | $7,302 | $56,053-87.0% | $75,972-90.4% | $80,856-91.0% |
| Participation rate | 37.5% | 62.0%-24.5pp | 69.1%-31.6pp | 67.6%-30.1pp |
| Annual return | 62.67% | 20.53%+42.1pp | 359.55%-296.9pp | 35.59%+27.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $780 | $3,052-74.4% | $4,255-81.7% | $4,296-81.8% |
| Admin fee / account holder | $47 | $5,234-99.1% | $6,467-99.3% | $6,918-99.3% |