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 | $7,483 | $88,751-91.6% | $81,812-90.9% | $145,922-94.9% |
| Participation rate | 27.8% | 75.0%-47.3pp | 72.3%-44.6pp | 80.3%-52.5pp |
| Annual return | 11.33% | 1025.40%-1014.1pp | 773.79%-762.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $67 | $3,083-97.8% | $2,912-97.7% | $4,660-98.6% |
| Participant deferral / active EE | $408 | $4,643-91.2% | $4,319-90.5% | $6,688-93.9% |
| Admin fee / account holder | $62 | $8,415-99.3% | $7,386-99.2% | $13,397-99.5% |