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 | $9,498 | $104,974-91.0% | $95,585-90.1% | $142,382-93.3% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 18.52% | 210.33%-191.8pp | 38.56%-20.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $28 | $2,779-99.0% | $2,527-98.9% | $4,299-99.3% |
| Participant deferral / active EE | $60 | $4,352-98.6% | $4,023-98.5% | $6,507-99.1% |
| Admin fee / account holder | $258 | $6,386-96.0% | $6,127-95.8% | $12,624-98.0% |