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 | $13,637 | $80,717-83.1% | $154,803-91.2% | $84,808-83.9% |
| Participation rate | 17.3% | 66.8%-49.5pp | 78.1%-60.7pp | 68.3%-51.0pp |
| Annual return | 28.76% | 37.96%-9.2pp | 58.88%-30.1pp | 40.90%-12.1pp |
| Employer contribution / active EE | $297 | $2,761-89.2% | $4,305-93.1% | $2,631-88.7% |
| Participant deferral / active EE | $445 | $3,303-86.5% | $5,540-92.0% | $4,212-89.4% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |