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 | $12,475 | $48,795-74.4% | $65,493-81.0% | $84,808-85.3% |
| Participation rate | 18.5% | 67.0%-48.5pp | 73.1%-54.6pp | 68.3%-49.8pp |
| Annual return | 23.81% | 20.20%+3.6pp | 982.45%-958.6pp | 40.90%-17.1pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $634 | $2,928-78.4% | $3,961-84.0% | $4,212-85.0% |
| Admin fee / account holder | $101 | $3,877-97.4% | $5,028-98.0% | $7,344-98.6% |