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 | $8,263 | $104,974-92.1% | $95,585-91.4% | $142,382-94.2% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.1%-47.1pp | 80.1%-55.1pp |
| Annual return | 23.74% | 210.33%-186.6pp | 38.56%-14.8pp | 217.08%-193.3pp |
| Employer contribution / active EE | $260 | $2,779-90.6% | $2,527-89.7% | $4,299-94.0% |
| Participant deferral / active EE | $503 | $4,352-88.5% | $4,023-87.5% | $6,507-92.3% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |