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 | $7,883 | $107,452-92.7% | $91,541-91.4% | $142,382-94.5% |
| Participation rate | 21.4% | 75.1%-53.6pp | 69.8%-48.3pp | 80.1%-58.7pp |
| Annual return | 24.75% | 22.06%+2.7pp | 20.50%+4.2pp | 217.08%-192.3pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $645 | $4,754-86.4% | $4,008-83.9% | $6,507-90.1% |
| Admin fee / account holder | $41 | $8,834-99.5% | $6,956-99.4% | $12,624-99.7% |