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 4-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 | $7,450 | $110,261-93.2% | $95,745-92.2% | $139,434-94.7% |
| Participation rate | 16.7% | 75.8%-59.1pp | 72.3%-55.6pp | 80.3%-63.7pp |
| Annual return | 20.53% | 27.11%-6.6pp | 28.35%-7.8pp | 372.94%-352.4pp |
| Employer contribution / active EE | $256 | $3,257-92.1% | $2,835-91.0% | $4,751-94.6% |
| Participant deferral / active EE | $397 | $4,676-91.5% | $4,245-90.7% | $6,710-94.1% |
| Admin fee / account holder | $125 | $6,613-98.1% | $5,678-97.8% | $11,403-98.9% |