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 | $13,294 | $77,899-82.9% | $149,673-91.1% | $75,163-82.3% |
| Participation rate | 10.3% | 65.6%-55.2pp | 78.8%-68.4pp | 67.2%-56.8pp |
| Annual return | 17.15% | 31.72%-14.6pp | 134.42%-117.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $108 | $3,137-96.6% | $4,818-97.8% | $2,670-96.0% |
| Participant deferral / active EE | $138 | $3,411-96.0% | $5,680-97.6% | $4,125-96.7% |
| Admin fee / account holder | $102 | $5,956-98.3% | $13,210-99.2% | $5,651-98.2% |