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 | $2,775 | $72,071-96.1% | $68,368-95.9% | $137,256-98.0% |
| Participation rate | 23.8% | 76.2%-52.4pp | 73.8%-49.9pp | 80.0%-56.2pp |
| Annual return | 26.40% | 353.14%-326.7pp | 292.57%-266.2pp | 220.34%-193.9pp |
| Employer contribution / active EE | $119 | $2,788-95.7% | $2,649-95.5% | $4,156-97.1% |
| Participant deferral / active EE | $257 | $4,410-94.2% | $4,123-93.8% | $6,407-96.0% |
| Admin fee / account holder | $269 | $5,336-95.0% | $5,150-94.8% | $12,270-97.8% |