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 | $9,136 | $80,717-88.7% | $154,803-94.1% | $84,808-89.2% |
| Participation rate | 7.3% | 66.8%-59.5pp | 78.1%-70.8pp | 68.3%-61.0pp |
| Annual return | 22.29% | 37.96%-15.7pp | 58.88%-36.6pp | 40.90%-18.6pp |
| Employer contribution / active EE | $35 | $2,761-98.7% | $4,305-99.2% | $2,631-98.7% |
| Participant deferral / active EE | $148 | $3,303-95.5% | $5,540-97.3% | $4,212-96.5% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |