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 | $2,257 | $24,730-90.9% | $66,042-96.6% | $84,808-97.3% |
| Participation rate | 36.7% | 68.1%-31.4pp | 67.5%-30.8pp | 68.3%-31.6pp |
| Annual return | 18.26% | 79.55%-61.3pp | 52.11%-33.8pp | 40.90%-22.6pp |
| Employer contribution / active EE | $30 | $857-96.6% | $1,579-98.1% | $2,631-98.9% |
| Participant deferral / active EE | $33 | $1,737-98.1% | $2,835-98.8% | $4,212-99.2% |
| Admin fee / account holder | $25 | $3,014-99.2% | $5,747-99.6% | $7,344-99.7% |