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 5-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 | $9,853 | $80,717-87.8% | $154,803-93.6% | $84,808-88.4% |
| Participation rate | 23.8% | 66.8%-43.1pp | 78.1%-54.3pp | 68.3%-44.6pp |
| Annual return | 24.19% | 37.96%-13.8pp | 58.88%-34.7pp | 40.90%-16.7pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $617 | $3,303-81.3% | $5,540-88.9% | $4,212-85.3% |
| Admin fee / account holder | $63 | $6,746-99.1% | $14,329-99.6% | $7,344-99.1% |