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 | $9,931 | $53,516-81.4% | $126,539-92.2% | $84,808-88.3% |
| Participation rate | 16.0% | 58.2%-42.2pp | 69.8%-53.8pp | 68.3%-52.3pp |
| Annual return | 23.77% | 58.34%-34.6pp | 425.95%-402.2pp | 40.90%-17.1pp |
| Employer contribution / active EE | $33 | $1,535-97.9% | $3,674-99.1% | $2,631-98.7% |
| Participant deferral / active EE | $446 | $2,671-83.3% | $4,083-89.1% | $4,212-89.4% |
| Admin fee / account holder | $44 | $4,497-99.0% | $6,065-99.3% | $7,344-99.4% |