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 | $24,233 | $77,899-68.9% | $149,673-83.8% | $75,163-67.8% |
| Participation rate | 36.8% | 65.6%-28.7pp | 78.8%-41.9pp | 67.2%-30.3pp |
| Annual return | 18.26% | 31.72%-13.5pp | 134.42%-116.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $43 | $3,137-98.6% | $4,818-99.1% | $2,670-98.4% |
| Participant deferral / active EE | $751 | $3,411-78.0% | $5,680-86.8% | $4,125-81.8% |
| Admin fee / account holder | $171 | $5,956-97.1% | $13,210-98.7% | $5,651-97.0% |