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 | $10,602 | $110,261-90.4% | $95,745-88.9% | $139,434-92.4% |
| Participation rate | 5.0% | 75.8%-70.8pp | 72.3%-67.3pp | 80.3%-75.3pp |
| Annual return | 20.05% | 27.11%-7.1pp | 28.35%-8.3pp | 372.94%-352.9pp |
| Employer contribution / active EE | $50 | $3,257-98.5% | $2,835-98.2% | $4,751-98.9% |
| Participant deferral / active EE | $298 | $4,676-93.6% | $4,245-93.0% | $6,710-95.6% |
| Admin fee / account holder | $200 | $6,613-97.0% | $5,678-96.5% | $11,403-98.2% |