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 | $11,113 | $69,207-83.9% | $64,056-82.7% | $139,434-92.0% |
| Participation rate | 25.0% | 75.6%-50.6pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 12.78% | 45.88%-33.1pp | 33.69%-20.9pp | 372.94%-360.2pp |
| Employer contribution / active EE | $26 | $3,182-99.2% | $2,747-99.0% | $4,751-99.4% |
| Participant deferral / active EE | $736 | $4,682-84.3% | $3,880-81.0% | $6,710-89.0% |
| Admin fee / account holder | $107 | $4,244-97.5% | $3,068-96.5% | $11,403-99.1% |