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 5-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 | $10,118 | $74,888-86.5% | $71,209-85.8% | $142,382-92.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 18.34% | 345.14%-326.8pp | 282.51%-264.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $21 | $2,854-99.3% | $2,721-99.2% | $4,299-99.5% |
| Participant deferral / active EE | $31 | $4,454-99.3% | $4,175-99.2% | $6,507-99.5% |
| Admin fee / account holder | $170 | $5,568-97.0% | $5,349-96.8% | $12,624-98.7% |