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 5-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 | $9,719 | $41,078-76.3% | $80,569-87.9% | $71,457-86.4% |
| Participation rate | 7.6% | 50.2%-42.6pp | 67.0%-59.4pp | 67.9%-60.3pp |
| Annual return | 21.50% | 38.45%-17.0pp | 935.43%-913.9pp | 28.85%-7.3pp |
| Employer contribution / active EE | $113 | $1,506-92.5% | $2,723-95.8% | $2,588-95.6% |
| Participant deferral / active EE | $132 | $2,699-95.1% | $4,447-97.0% | $4,289-96.9% |
| Admin fee / account holder | $123 | $1,840-93.3% | $5,377-97.7% | $1,587-92.3% |