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 | $2,578 | $74,888-96.6% | $71,209-96.4% | $142,382-98.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 27.46% | 345.14%-317.7pp | 282.51%-255.1pp | 217.08%-189.6pp |
| Employer contribution / active EE | $158 | $2,854-94.5% | $2,721-94.2% | $4,299-96.3% |
| Participant deferral / active EE | $308 | $4,454-93.1% | $4,175-92.6% | $6,507-95.3% |
| Admin fee / account holder | $8 | $5,568-99.9% | $5,349-99.9% | $12,624-99.9% |