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 | $4,914 | $74,888-93.4% | $71,209-93.1% | $142,382-96.5% |
| Participation rate | 9.1% | 76.2%-67.1pp | 73.8%-64.7pp | 80.1%-71.0pp |
| Annual return | 26.83% | 345.14%-318.3pp | 282.51%-255.7pp | 217.08%-190.2pp |
| Employer contribution / active EE | $53 | $2,854-98.1% | $2,721-98.0% | $4,299-98.8% |
| Participant deferral / active EE | $213 | $4,454-95.2% | $4,175-94.9% | $6,507-96.7% |
| Admin fee / account holder | $31 | $5,568-99.5% | $5,349-99.4% | $12,624-99.8% |