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 | $13,721 | $88,751-84.5% | $81,812-83.2% | $145,922-90.6% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 16.54% | 1025.40%-1008.9pp | 773.79%-757.3pp | 561.29%-544.7pp |
| Employer contribution / active EE | $90 | $3,083-97.1% | $2,912-96.9% | $4,660-98.1% |
| Participant deferral / active EE | $90 | $4,643-98.1% | $4,319-97.9% | $6,688-98.7% |
| Admin fee / account holder | $20 | $8,415-99.8% | $7,386-99.7% | $13,397-99.8% |