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 | $10,683 | $57,281-81.3% | $86,612-87.7% | $75,163-85.8% |
| Participation rate | 20.6% | 63.2%-42.6pp | 71.7%-51.1pp | 67.2%-46.6pp |
| Annual return | 16.08% | 2670.75%-2654.7pp | 591.07%-575.0pp | 160.62%-144.5pp |
| Employer contribution / active EE | $173 | $2,314-92.5% | $3,022-94.3% | $2,670-93.5% |
| Participant deferral / active EE | $392 | $3,318-88.2% | $4,438-91.2% | $4,125-90.5% |
| Admin fee / account holder | $210 | $4,112-94.9% | $5,614-96.3% | $5,651-96.3% |