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 | $19,087 | $56,053-65.9% | $75,972-74.9% | $80,856-76.4% |
| Participation rate | 28.1% | 62.0%-33.9pp | 69.1%-40.9pp | 67.6%-39.5pp |
| Annual return | 80.81% | 20.53%+60.3pp | 359.55%-278.7pp | 35.59%+45.2pp |
| Employer contribution / active EE | $381 | $1,874-79.7% | $2,685-85.8% | $2,755-86.2% |
| Participant deferral / active EE | $879 | $3,052-71.2% | $4,255-79.4% | $4,296-79.5% |
| Admin fee / account holder | $130 | $5,234-97.5% | $6,467-98.0% | $6,918-98.1% |