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 | $23,795 | $51,045-53.4% | $70,515-66.3% | $71,457-66.7% |
| Participation rate | 6.7% | 59.4%-52.7pp | 68.3%-61.6pp | 67.9%-61.2pp |
| Annual return | 25.69% | 42.63%-16.9pp | 32.77%-7.1pp | 28.85%-3.2pp |
| Employer contribution / active EE | $154 | $1,790-91.4% | $2,973-94.8% | $2,588-94.1% |
| Participant deferral / active EE | $283 | $3,026-90.6% | $4,567-93.8% | $4,289-93.4% |
| Admin fee / account holder | $37 | $1,994-98.2% | $6,412-99.4% | $1,587-97.7% |