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 8-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 | $7,111 | $85,022-91.6% | $70,515-89.9% | $139,434-94.9% |
| Participation rate | 45.0% | 73.9%-28.9pp | 68.3%-23.3pp | 80.3%-35.3pp |
| Annual return | 20.77% | 30.38%-9.6pp | 32.77%-12.0pp | 372.94%-352.2pp |
| Employer contribution / active EE | $379 | $3,909-90.3% | $2,973-87.2% | $4,751-92.0% |
| Participant deferral / active EE | $672 | $5,890-88.6% | $4,567-85.3% | $6,710-90.0% |
| Admin fee / account holder | $120 | $8,906-98.7% | $6,412-98.1% | $11,403-98.9% |