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 | $2,913 | $51,638-94.4% | $68,368-95.7% | $82,448-96.5% |
| Participation rate | 34.4% | 63.6%-29.2pp | 73.8%-39.4pp | 68.1%-33.7pp |
| Annual return | 20.78% | 37.53%-16.7pp | 292.57%-271.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $298 | $2,914-89.8% | $4,123-92.8% | $4,139-92.8% |
| Admin fee / account holder | $16 | $4,643-99.7% | $5,150-99.7% | $7,234-99.8% |