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 | $10,421 | $95,266-89.1% | $82,389-87.4% | $142,382-92.7% |
| Participation rate | 18.2% | 74.5%-56.3pp | 69.5%-51.4pp | 80.1%-61.9pp |
| Annual return | 20.82% | 25.74%-4.9pp | 28.67%-7.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $888 | $4,809-81.5% | $4,155-78.6% | $6,507-86.4% |
| Admin fee / account holder | $124 | $8,563-98.6% | $7,231-98.3% | $12,624-99.0% |