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 | $12,093 | $88,710-86.4% | $81,783-85.2% | $145,959-91.7% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 15.21% | 1027.26%-1012.1pp | 775.05%-759.8pp | 561.95%-546.7pp |
| Employer contribution / active EE | $42 | $3,083-98.6% | $2,913-98.5% | $4,661-99.1% |
| Participant deferral / active EE | $106 | $4,645-97.7% | $4,320-97.6% | $6,689-98.4% |
| Admin fee / account holder | $69 | $8,407-99.2% | $7,380-99.1% | $13,398-99.5% |