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 | $30,395 | $63,703-52.3% | $93,063-67.3% | $82,448-63.1% |
| Participation rate | 7.3% | 63.8%-56.6pp | 72.1%-64.8pp | 68.1%-60.8pp |
| Annual return | 20.01% | -775.43%+795.4pp | 34.15%-14.1pp | 41.64%-21.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $508 | $2,919-82.6% | $3,958-87.2% | $4,139-87.7% |
| Admin fee / account holder | $163 | $5,982-97.3% | $6,033-97.3% | $7,234-97.7% |