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 | $9,412 | $95,266-90.1% | $82,389-88.6% | $142,382-93.4% |
| Participation rate | 16.7% | 74.5%-57.8pp | 69.5%-52.9pp | 80.1%-63.5pp |
| Annual return | 32.86% | 25.74%+7.1pp | 28.67%+4.2pp | 217.08%-184.2pp |
| Employer contribution / active EE | $221 | $2,991-92.6% | $2,517-91.2% | $4,299-94.9% |
| Participant deferral / active EE | $405 | $4,809-91.6% | $4,155-90.2% | $6,507-93.8% |
| Admin fee / account holder | $55 | $8,563-99.4% | $7,231-99.2% | $12,624-99.6% |