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 | $20,802 | $56,317-63.1% | $71,209-70.8% | $74,304-72.0% |
| Participation rate | 6.5% | 55.1%-48.7pp | 73.8%-67.3pp | 60.3%-53.9pp |
| Annual return | 19.22% | 42.83%-23.6pp | 282.51%-263.3pp | 29.43%-10.2pp |
| Employer contribution / active EE | $90 | $2,160-95.8% | $2,721-96.7% | $2,241-96.0% |
| Participant deferral / active EE | $345 | $2,788-87.6% | $4,175-91.7% | $3,767-90.8% |
| Admin fee / account holder | $17 | $2,290-99.3% | $5,349-99.7% | $2,969-99.4% |