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 | $6,417 | $104,974-93.9% | $95,585-93.3% | $142,382-95.5% |
| Participation rate | 17.6% | 75.0%-57.3pp | 72.1%-54.4pp | 80.1%-62.5pp |
| Annual return | 15.27% | 210.33%-195.1pp | 38.56%-23.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $99 | $2,779-96.4% | $2,527-96.1% | $4,299-97.7% |
| Participant deferral / active EE | $183 | $4,352-95.8% | $4,023-95.4% | $6,507-97.2% |
| Admin fee / account holder | $67 | $6,386-99.0% | $6,127-98.9% | $12,624-99.5% |