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 | $9,508 | $94,338-89.9% | $100,534-90.5% | $142,382-93.3% |
| Participation rate | 57.1% | 81.7%-24.6pp | 80.6%-23.5pp | 80.1%-23.0pp |
| Annual return | 20.46% | 29.20%-8.7pp | 32.66%-12.2pp | 217.08%-196.6pp |
| Employer contribution / active EE | $507 | $4,237-88.0% | $4,346-88.3% | $4,299-88.2% |
| Participant deferral / active EE | $1,189 | $5,934-80.0% | $6,144-80.7% | $6,507-81.7% |
| Admin fee / account holder | $57 | $8,421-99.3% | $7,654-99.2% | $12,624-99.5% |