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 | $30,423 | $29,660+2.6% | $56,411-46.1% | $80,856-62.4% |
| Participation rate | 16.0% | 41.6%-25.6pp | 52.5%-36.5pp | 67.6%-51.6pp |
| Annual return | 15.10% | 35.23%-20.1pp | 1701.33%-1686.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $14 | $669-97.9% | $1,039-98.7% | $2,755-99.5% |
| Participant deferral / active EE | $14 | $1,226-98.9% | $1,952-99.3% | $4,296-99.7% |
| Admin fee / account holder | $90 | $2,428-96.3% | $2,829-96.8% | $6,918-98.7% |