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 6-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 | $12,895 | $49,227-73.8% | $70,449-81.7% | $79,858-83.9% |
| Participation rate | 28.1% | 69.2%-41.0pp | 75.1%-46.9pp | 69.6%-41.5pp |
| Annual return | 20.58% | 30.06%-9.5pp | 109.03%-88.4pp | 31.71%-11.1pp |
| Employer contribution / active EE | $164 | $2,099-92.2% | $2,737-94.0% | $2,471-93.3% |
| Participant deferral / active EE | $453 | $2,768-83.6% | $3,709-87.8% | $3,740-87.9% |
| Admin fee / account holder | $277 | $2,878-90.4% | $3,845-92.8% | $5,306-94.8% |