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 7-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 | $8,715 | $80,717-89.2% | $154,803-94.4% | $84,808-89.7% |
| Participation rate | 19.4% | 66.8%-47.4pp | 78.1%-58.6pp | 68.3%-48.9pp |
| Annual return | 54.21% | 37.96%+16.3pp | 58.88%-4.7pp | 40.90%+13.3pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $350 | $3,303-89.4% | $5,540-93.7% | $4,212-91.7% |
| Admin fee / account holder | $107 | $6,746-98.4% | $14,329-99.3% | $7,344-98.5% |