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 6-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 | $9,424 | $60,892-84.5% | $82,389-88.6% | $84,808-88.9% |
| Participation rate | 14.3% | 63.3%-49.0pp | 69.5%-55.3pp | 68.3%-54.0pp |
| Annual return | 16.31% | 37.29%-21.0pp | 28.67%-12.4pp | 40.90%-24.6pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $234 | $3,179-92.6% | $4,155-94.4% | $4,212-94.5% |
| Admin fee / account holder | $111 | $5,467-98.0% | $7,231-98.5% | $7,344-98.5% |