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 | $5,283 | $51,638-89.8% | $68,368-92.3% | $82,448-93.6% |
| Participation rate | 14.8% | 63.6%-48.8pp | 73.8%-58.9pp | 68.1%-53.3pp |
| Annual return | 19.24% | 37.53%-18.3pp | 292.57%-273.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $166 | $2,914-94.3% | $4,123-96.0% | $4,139-96.0% |
| Admin fee / account holder | $31 | $4,643-99.3% | $5,150-99.4% | $7,234-99.6% |