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 | $54,705-90.3% | $71,209-92.6% | $84,808-93.8% |
| Participation rate | 14.8% | 64.1%-49.3pp | 73.8%-58.9pp | 68.3%-53.5pp |
| Annual return | 19.24% | 35.90%-16.7pp | 282.51%-263.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $166 | $3,030-94.5% | $4,175-96.0% | $4,212-96.1% |
| Admin fee / account holder | $31 | $4,863-99.4% | $5,349-99.4% | $7,344-99.6% |