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 | $10,993 | $95,266-88.5% | $82,389-86.7% | $142,382-92.3% |
| Participation rate | 18.2% | 74.5%-56.3pp | 69.5%-51.4pp | 80.1%-61.9pp |
| Annual return | 32.04% | 25.74%+6.3pp | 28.67%+3.4pp | 217.08%-185.0pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $950 | $4,809-80.2% | $4,155-77.1% | $6,507-85.4% |
| Admin fee / account holder | $61 | $8,563-99.3% | $7,231-99.2% | $12,624-99.5% |