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 | $9,166 | $64,839-85.9% | $95,585-90.4% | $84,808-89.2% |
| Participation rate | 5.9% | 63.8%-57.9pp | 72.1%-66.2pp | 68.3%-62.4pp |
| Annual return | 20.11% | -670.96%+691.1pp | 38.56%-18.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $34 | $1,759-98.1% | $2,527-98.7% | $2,631-98.7% |
| Participant deferral / active EE | $84 | $2,965-97.2% | $4,023-97.9% | $4,212-98.0% |
| Admin fee / account holder | $91 | $5,964-98.5% | $6,127-98.5% | $7,344-98.8% |