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 3-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 | $11,321 | $76,407-85.2% | $150,298-92.5% | $82,448-86.3% |
| Participation rate | 22.7% | 66.4%-43.7pp | 77.8%-55.0pp | 68.1%-45.3pp |
| Annual return | 20.78% | 39.99%-19.2pp | 62.79%-42.0pp | 41.64%-20.9pp |
| Employer contribution / active EE | $40 | $2,614-98.5% | $4,154-99.0% | $2,551-98.4% |
| Participant deferral / active EE | $680 | $3,214-78.8% | $5,453-87.5% | $4,139-83.6% |
| Admin fee / account holder | $72 | $6,352-98.9% | $14,116-99.5% | $7,234-99.0% |