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 | $7,808 | $56,317-86.1% | $71,209-89.0% | $74,304-89.5% |
| Participation rate | 16.6% | 55.1%-38.6pp | 73.8%-57.2pp | 60.3%-43.8pp |
| Annual return | 23.05% | 42.83%-19.8pp | 282.51%-259.5pp | 29.43%-6.4pp |
| Employer contribution / active EE | $152 | $2,160-93.0% | $2,721-94.4% | $2,241-93.2% |
| Participant deferral / active EE | $438 | $2,788-84.3% | $4,175-89.5% | $3,767-88.4% |
| Admin fee / account holder | $232 | $2,290-89.9% | $5,349-95.7% | $2,969-92.2% |