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 | $27,165 | $77,899-65.1% | $149,673-81.9% | $75,163-63.9% |
| Participation rate | 3.4% | 65.6%-62.2pp | 78.8%-75.4pp | 67.2%-63.8pp |
| Annual return | 20.42% | 31.72%-11.3pp | 134.42%-114.0pp | 160.62%-140.2pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $600 | $3,411-82.4% | $5,680-89.4% | $4,125-85.5% |
| Admin fee / account holder | $157 | $5,956-97.4% | $13,210-98.8% | $5,651-97.2% |