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 4-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 | $9,475 | $114,381-91.7% | $107,525-91.2% | $142,382-93.3% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.1%-12.6pp | 80.1%-17.6pp |
| Annual return | 19.46% | 242.71%-223.2pp | 181.32%-161.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $170 | $4,015-95.8% | $3,754-95.5% | $4,299-96.0% |
| Participant deferral / active EE | $319 | $5,564-94.3% | $5,116-93.8% | $6,507-95.1% |
| Admin fee / account holder | $128 | $9,860-98.7% | $8,919-98.6% | $12,624-99.0% |