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 | $27,785 | $81,248-65.8% | $155,509-82.1% | $80,856-65.6% |
| Participation rate | 6.5% | 66.2%-59.7pp | 78.2%-71.7pp | 67.6%-61.1pp |
| Annual return | 13.08% | 33.31%-20.2pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $47 | $3,100-98.5% | $4,672-99.0% | $2,755-98.3% |
| Participant deferral / active EE | $769 | $3,452-77.7% | $5,626-86.3% | $4,296-82.1% |
| Admin fee / account holder | $165 | $7,997-97.9% | $15,912-99.0% | $6,918-97.6% |