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 8-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 | $20,157 | $95,266-78.8% | $82,389-75.5% | $142,382-85.8% |
| Participation rate | 23.1% | 74.5%-51.4pp | 69.5%-46.5pp | 80.1%-57.0pp |
| Annual return | 18.53% | 25.74%-7.2pp | 28.67%-10.1pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3 | $2,991-99.9% | $2,517-99.9% | $4,299-99.9% |
| Participant deferral / active EE | $108 | $4,809-97.8% | $4,155-97.4% | $6,507-98.3% |
| Admin fee / account holder | $117 | $8,563-98.6% | $7,231-98.4% | $12,624-99.1% |