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 5-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 | $18,382 | $95,416-80.7% | $185,823-90.1% | $85,850-78.6% |
| Participation rate | 6.0% | 68.8%-62.8pp | 81.7%-75.7pp | 69.3%-63.4pp |
| Annual return | 14.79% | 23.59%-8.8pp | 122.05%-107.3pp | 318.53%-303.7pp |
| Employer contribution / active EE | $113 | $3,314-96.6% | $5,167-97.8% | $2,565-95.6% |
| Participant deferral / active EE | $378 | $3,423-89.0% | $5,568-93.2% | $3,952-90.4% |
| Admin fee / account holder | $20 | $7,213-99.7% | $16,237-99.9% | $6,260-99.7% |