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 | $9,027 | $169,032-94.7% | $129,207-93.0% | $145,922-93.8% |
| Participation rate | 14.3% | 76.4%-62.2pp | 69.6%-55.3pp | 80.3%-66.0pp |
| Annual return | 16.26% | 14330.11%-14313.9pp | 9417.33%-9401.1pp | 561.29%-545.0pp |
| Employer contribution / active EE | $55 | $5,537-99.0% | $4,153-98.7% | $4,660-98.8% |
| Participant deferral / active EE | $219 | $4,987-95.6% | $4,168-94.7% | $6,688-96.7% |
| Admin fee / account holder | $198 | $9,954-98.0% | $7,715-97.4% | $13,397-98.5% |