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 | $18,714 | $63,442-70.5% | $68,791-72.8% | $66,914-72.0% |
| Participation rate | 10.6% | 60.0%-49.4pp | 69.0%-58.4pp | 69.8%-59.2pp |
| Annual return | 256.25% | -8.29%+264.5pp | -6.38%+262.6pp | 1.58%+254.7pp |
| Employer contribution / active EE | $228 | $1,775-87.2% | $2,655-91.4% | $2,544-91.0% |
| Participant deferral / active EE | $528 | $2,945-82.1% | $3,941-86.6% | $4,237-87.5% |
| Admin fee / account holder | $105 | $577-81.9% | $4,932-97.9% | $593-82.4% |