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 | $80,717-86.0% | $154,803-92.7% | $84,808-86.7% |
| Participation rate | 22.7% | 66.8%-44.1pp | 78.1%-55.3pp | 68.3%-45.6pp |
| Annual return | 20.78% | 37.96%-17.2pp | 58.88%-38.1pp | 40.90%-20.1pp |
| Employer contribution / active EE | $40 | $2,761-98.5% | $4,305-99.1% | $2,631-98.5% |
| Participant deferral / active EE | $680 | $3,303-79.4% | $5,540-87.7% | $4,212-83.8% |
| Admin fee / account holder | $72 | $6,746-98.9% | $14,329-99.5% | $7,344-99.0% |