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 | $6,766 | $104,974-93.6% | $95,585-92.9% | $142,382-95.2% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.1%-47.1pp | 80.1%-55.1pp |
| Annual return | 16.91% | 210.33%-193.4pp | 38.56%-21.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $105 | $2,779-96.2% | $2,527-95.8% | $4,299-97.6% |
| Participant deferral / active EE | $105 | $4,352-97.6% | $4,023-97.4% | $6,507-98.4% |
| Admin fee / account holder | $99 | $6,386-98.4% | $6,127-98.4% | $12,624-99.2% |