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 | $12,443 | $109,327-88.6% | $89,391-86.1% | $158,922-92.2% |
| Participation rate | 16.7% | 74.3%-57.6pp | 68.0%-51.3pp | 82.0%-65.3pp |
| Annual return | 21.74% | 345.68%-323.9pp | 245.62%-223.9pp | 302.83%-281.1pp |
| Employer contribution / active EE | $182 | $3,170-94.3% | $2,586-93.0% | $4,761-96.2% |
| Participant deferral / active EE | $530 | $4,598-88.5% | $3,890-86.4% | $5,982-91.1% |
| Admin fee / account holder | $288 | $6,153-95.3% | $4,881-94.1% | $11,246-97.4% |