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 4-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 | $26,615 | $51,576-48.4% | $129,207-79.4% | $80,856-67.1% |
| Participation rate | 2.3% | 57.0%-54.7pp | 69.6%-67.3pp | 67.6%-65.3pp |
| Annual return | 14.00% | 20.81%-6.8pp | 9417.33%-9403.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $122 | $1,584-92.3% | $4,153-97.1% | $2,755-95.6% |
| Participant deferral / active EE | $122 | $2,669-95.4% | $4,168-97.1% | $4,296-97.2% |
| Admin fee / account holder | $164 | $4,305-96.2% | $7,715-97.9% | $6,918-97.6% |