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 | $8,647 | $54,705-84.2% | $71,209-87.9% | $84,808-89.8% |
| Participation rate | 8.0% | 64.1%-56.1pp | 73.8%-65.8pp | 68.3%-60.3pp |
| Annual return | 25.40% | 35.90%-10.5pp | 282.51%-257.1pp | 40.90%-15.5pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $451 | $3,030-85.1% | $4,175-89.2% | $4,212-89.3% |
| Admin fee / account holder | $60 | $4,863-98.8% | $5,349-98.9% | $7,344-99.2% |