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 | $2,033 | $74,888-97.3% | $71,209-97.1% | $142,382-98.6% |
| Participation rate | 36.4% | 76.2%-39.9pp | 73.8%-37.4pp | 80.1%-43.8pp |
| Annual return | 21.51% | 345.14%-323.6pp | 282.51%-261.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $56 | $2,854-98.0% | $2,721-98.0% | $4,299-98.7% |
| Participant deferral / active EE | $77 | $4,454-98.3% | $4,175-98.2% | $6,507-98.8% |
| Admin fee / account holder | $17 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |