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 | $10,969 | $61,774-82.2% | $97,226-88.7% | $80,856-86.4% |
| Participation rate | 7.0% | 63.5%-56.5pp | 72.7%-65.7pp | 67.6%-60.7pp |
| Annual return | 15.42% | -557.90%+573.3pp | 75.13%-59.7pp | 35.59%-20.2pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $384 | $3,029-87.3% | $4,264-91.0% | $4,296-91.1% |
| Admin fee / account holder | $164 | $5,166-96.8% | $5,654-97.1% | $6,918-97.6% |