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 | $7,974 | $97,125-91.8% | $86,233-90.8% | $137,256-94.2% |
| Participation rate | 4.2% | 74.2%-70.0pp | 69.0%-64.9pp | 80.0%-75.8pp |
| Annual return | 33.58% | 74.19%-40.6pp | 61.39%-27.8pp | 220.34%-186.8pp |
| Employer contribution / active EE | $22 | $2,841-99.2% | $2,504-99.1% | $4,156-99.5% |
| Participant deferral / active EE | $184 | $5,180-96.5% | $4,559-96.0% | $6,407-97.1% |
| Admin fee / account holder | $62 | $9,725-99.4% | $8,342-99.3% | $12,270-99.5% |