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 9-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 | $18,000 | $109,817-83.6% | $98,442-81.7% | $167,490-89.3% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 23.84% | 1956.69%-1932.9pp | 1492.73%-1468.9pp | 478.56%-454.7pp |
| Employer contribution / active EE | $100 | $3,224-96.9% | $2,960-96.6% | $4,837-97.9% |
| Participant deferral / active EE | $428 | $4,673-90.8% | $4,276-90.0% | $6,341-93.2% |
| Admin fee / account holder | $143 | $6,753-97.9% | $5,949-97.6% | $12,309-98.8% |