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 | $7,536 | $109,982-93.1% | $97,226-92.2% | $145,922-94.8% |
| Participation rate | 20.0% | 75.9%-55.9pp | 72.7%-52.7pp | 80.3%-60.3pp |
| Annual return | 12.02% | 242.90%-230.9pp | 75.13%-63.1pp | 561.29%-549.3pp |
| Employer contribution / active EE | $52 | $3,084-98.3% | $2,729-98.1% | $4,660-98.9% |
| Participant deferral / active EE | $105 | $4,676-97.8% | $4,264-97.5% | $6,688-98.4% |
| Admin fee / account holder | $51 | $6,221-99.2% | $5,654-99.1% | $13,397-99.6% |