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 3-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 | $9,799 | $51,576-81.0% | $129,207-92.4% | $80,856-87.9% |
| Participation rate | 11.1% | 57.0%-45.9pp | 69.6%-58.5pp | 67.6%-56.5pp |
| Annual return | 19.88% | 20.81%-0.9pp | 9417.33%-9397.4pp | 35.59%-15.7pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $597 | $2,669-77.6% | $4,168-85.7% | $4,296-86.1% |
| Admin fee / account holder | $137 | $4,305-96.8% | $7,715-98.2% | $6,918-98.0% |