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 | $13,468 | $44,960-70.0% | $84,966-84.1% | $74,495-81.9% |
| Participation rate | 7.5% | 49.4%-41.8pp | 67.5%-60.0pp | 67.2%-59.7pp |
| Annual return | 13.00% | 26.24%-13.2pp | 66.38%-53.4pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $118 | $1,457-91.9% | $2,727-95.7% | $2,623-95.5% |
| Participant deferral / active EE | $142 | $2,731-94.8% | $4,519-96.9% | $4,346-96.7% |
| Admin fee / account holder | $117 | $2,209-94.7% | $6,149-98.1% | $1,942-94.0% |