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 | $12,272 | $57,590-78.7% | $86,233-85.8% | $82,448-85.1% |
| Participation rate | 18.6% | 57.9%-39.3pp | 69.0%-50.4pp | 68.1%-49.5pp |
| Annual return | 18.21% | 22.41%-4.2pp | 61.39%-43.2pp | 41.64%-23.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $329 | $3,080-89.3% | $4,559-92.8% | $4,139-92.0% |
| Admin fee / account holder | $79 | $4,730-98.3% | $8,342-99.1% | $7,234-98.9% |