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 | $21,518 | $55,214-61.0% | $104,607-79.4% | $73,488-70.7% |
| Participation rate | 3.4% | 67.8%-64.5pp | 74.1%-70.7pp | 70.7%-67.3pp |
| Annual return | 1757.90% | 24.79%+1733.1pp | 340.46%+1417.4pp | 28.51%+1729.4pp |
| Employer contribution / active EE | $20 | $1,468-98.6% | $2,681-99.2% | $2,270-99.1% |
| Participant deferral / active EE | $39 | $2,925-98.7% | $3,740-99.0% | $3,740-99.0% |
| Admin fee / account holder | $167 | $424-60.5% | $6,473-97.4% | $513-67.4% |