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 | $23,330-90.3% | $64,489-96.5% | $82,448-97.3% |
| Participation rate | 36.7% | 68.3%-31.6pp | 67.7%-31.0pp | 68.1%-31.4pp |
| Annual return | 18.26% | 83.66%-65.4pp | 55.03%-36.8pp | 41.64%-23.4pp |
| Employer contribution / active EE | $30 | $824-96.4% | $1,523-98.1% | $2,551-98.8% |
| Participant deferral / active EE | $33 | $1,707-98.1% | $2,778-98.8% | $4,139-99.2% |
| Admin fee / account holder | $25 | $2,946-99.1% | $4,260-99.4% | $7,234-99.7% |