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 | $8,184 | $90,348-90.9% | $75,972-89.2% | $145,922-94.4% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.1%-44.1pp | 80.3%-55.3pp |
| Annual return | 12.00% | 620.88%-608.9pp | 359.55%-347.5pp | 561.29%-549.3pp |
| Employer contribution / active EE | $221 | $3,311-93.3% | $2,685-91.8% | $4,660-95.3% |
| Participant deferral / active EE | $343 | $5,162-93.4% | $4,255-91.9% | $6,688-94.9% |
| Admin fee / account holder | $74 | $8,467-99.1% | $6,467-98.9% | $13,397-99.4% |