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 3-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 | $7,668 | $56,053-86.3% | $75,972-89.9% | $80,856-90.5% |
| Participation rate | 16.1% | 62.0%-45.9pp | 69.1%-52.9pp | 67.6%-51.5pp |
| Annual return | 30.34% | 20.53%+9.8pp | 359.55%-329.2pp | 35.59%-5.3pp |
| Employer contribution / active EE | $277 | $1,874-85.2% | $2,685-89.7% | $2,755-89.9% |
| Participant deferral / active EE | $427 | $3,052-86.0% | $4,255-90.0% | $4,296-90.1% |
| Admin fee / account holder | $14 | $5,234-99.7% | $6,467-99.8% | $6,918-99.8% |