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 3-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 | $7,974 | $100,773-92.1% | $88,946-91.0% | $142,382-94.4% |
| Participation rate | 4.2% | 74.3%-70.1pp | 68.8%-64.7pp | 80.1%-76.0pp |
| Annual return | 33.58% | 70.18%-36.6pp | 57.82%-24.2pp | 217.08%-183.5pp |
| Employer contribution / active EE | $22 | $2,918-99.3% | $2,555-99.1% | $4,299-99.5% |
| Participant deferral / active EE | $184 | $5,230-96.5% | $4,581-96.0% | $6,507-97.2% |
| Admin fee / account holder | $62 | $9,693-99.4% | $8,261-99.2% | $12,624-99.5% |