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 | $12,951 | $80,717-84.0% | $154,803-91.6% | $84,808-84.7% |
| Participation rate | 17.4% | 66.8%-49.4pp | 78.1%-60.7pp | 68.3%-50.9pp |
| Annual return | 15.12% | 37.96%-22.8pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $137 | $2,761-95.0% | $4,305-96.8% | $2,631-94.8% |
| Participant deferral / active EE | $635 | $3,303-80.8% | $5,540-88.5% | $4,212-84.9% |
| Admin fee / account holder | $134 | $6,746-98.0% | $14,329-99.1% | $7,344-98.2% |