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 | $54,705-94.7% | $71,209-96.0% | $84,808-96.6% |
| Participation rate | 5.7% | 64.1%-58.4pp | 73.8%-68.0pp | 68.3%-62.6pp |
| Annual return | 27.36% | 35.90%-8.5pp | 282.51%-255.1pp | 40.90%-13.5pp |
| Employer contribution / active EE | $25 | $2,158-98.9% | $2,721-99.1% | $2,631-99.1% |
| Participant deferral / active EE | $42 | $3,030-98.6% | $4,175-99.0% | $4,212-99.0% |
| Admin fee / account holder | $25 | $4,863-99.5% | $5,349-99.5% | $7,344-99.7% |