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 5-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 | $14,297 | $100,773-85.8% | $88,946-83.9% | $142,382-90.0% |
| Participation rate | 55.6% | 74.3%-18.7pp | 68.8%-13.3pp | 80.1%-24.6pp |
| Annual return | 21.26% | 70.18%-48.9pp | 57.82%-36.6pp | 217.08%-195.8pp |
| Employer contribution / active EE | $160 | $2,918-94.5% | $2,555-93.7% | $4,299-96.3% |
| Participant deferral / active EE | $727 | $5,230-86.1% | $4,581-84.1% | $6,507-88.8% |
| Admin fee / account holder | $156 | $9,693-98.4% | $8,261-98.1% | $12,624-98.8% |