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 | $13,918 | $80,717-82.8% | $154,803-91.0% | $84,808-83.6% |
| Participation rate | 15.3% | 66.8%-51.5pp | 78.1%-62.8pp | 68.3%-53.0pp |
| Annual return | 18.63% | 37.96%-19.3pp | 58.88%-40.3pp | 40.90%-22.3pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $706 | $3,303-78.6% | $5,540-87.3% | $4,212-83.2% |
| Admin fee / account holder | $190 | $6,746-97.2% | $14,329-98.7% | $7,344-97.4% |