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 | $7,974 | $100,773-92.1% | $88,946-91.0% | $142,382-94.4% |
| Participation rate | 33.3% | 74.3%-41.0pp | 68.8%-35.5pp | 80.1%-46.8pp |
| Annual return | 20.28% | 70.18%-49.9pp | 57.82%-37.5pp | 217.08%-196.8pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $535 | $5,230-89.8% | $4,581-88.3% | $6,507-91.8% |
| Admin fee / account holder | $183 | $9,693-98.1% | $8,261-97.8% | $12,624-98.6% |