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 6-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 | $20,605 | $100,773-79.6% | $88,946-76.8% | $142,382-85.5% |
| Participation rate | 15.8% | 74.3%-58.5pp | 68.8%-53.1pp | 80.1%-64.3pp |
| Annual return | 16.67% | 70.18%-53.5pp | 57.82%-41.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $190 | $2,918-93.5% | $2,555-92.5% | $4,299-95.6% |
| Participant deferral / active EE | $387 | $5,230-92.6% | $4,581-91.6% | $6,507-94.1% |
| Admin fee / account holder | $20 | $9,693-99.8% | $8,261-99.8% | $12,624-99.8% |