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 | $8,888 | $57,016-84.4% | $84,966-89.5% | $80,856-89.0% |
| Participation rate | 20.0% | 56.3%-36.3pp | 67.5%-47.5pp | 67.6%-47.6pp |
| Annual return | 23.19% | 21.66%+1.5pp | 66.38%-43.2pp | 35.59%-12.4pp |
| Employer contribution / active EE | $68 | $1,798-96.2% | $2,727-97.5% | $2,755-97.5% |
| Participant deferral / active EE | $747 | $3,110-76.0% | $4,519-83.5% | $4,296-82.6% |
| Admin fee / account holder | $126 | $4,980-97.5% | $6,149-97.9% | $6,918-98.2% |