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 3-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 | $2,875 | $51,638-94.4% | $68,368-95.8% | $82,448-96.5% |
| Participation rate | 5.7% | 63.6%-57.9pp | 73.8%-68.0pp | 68.1%-62.4pp |
| Annual return | 27.36% | 37.53%-10.2pp | 292.57%-265.2pp | 41.64%-14.3pp |
| Employer contribution / active EE | $25 | $2,047-98.8% | $2,649-99.1% | $2,551-99.0% |
| Participant deferral / active EE | $42 | $2,914-98.5% | $4,123-99.0% | $4,139-99.0% |
| Admin fee / account holder | $25 | $4,643-99.5% | $5,150-99.5% | $7,234-99.7% |