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 | $60,022-79.6% | $88,946-86.2% | $84,808-85.5% |
| Participation rate | 18.6% | 57.8%-39.2pp | 68.8%-50.2pp | 68.3%-49.7pp |
| Annual return | 18.21% | 22.43%-4.2pp | 57.82%-39.6pp | 40.90%-22.7pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $329 | $3,114-89.4% | $4,581-92.8% | $4,212-92.2% |
| Admin fee / account holder | $79 | $4,811-98.4% | $8,261-99.0% | $7,344-98.9% |