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 | $7,800 | $99,921-92.2% | $85,009-90.8% | $145,959-94.7% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 20.45% | 83.89%-63.4pp | 66.47%-46.0pp | 561.95%-541.5pp |
| Employer contribution / active EE | $78 | $3,233-97.6% | $2,728-97.1% | $4,661-98.3% |
| Participant deferral / active EE | $93 | $5,293-98.2% | $4,522-97.9% | $6,689-98.6% |
| Admin fee / account holder | $15 | $7,252-99.8% | $6,153-99.8% | $13,398-99.9% |