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 6-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 | $33,940 | $46,553-27.1% | $64,056-47.0% | $75,163-54.8% |
| Participation rate | 4.1% | 65.9%-61.9pp | 72.3%-68.2pp | 67.2%-63.1pp |
| Annual return | 19.62% | 26.03%-6.4pp | 33.69%-14.1pp | 160.62%-141.0pp |
| Employer contribution / active EE | $129 | $1,974-93.5% | $2,747-95.3% | $2,670-95.2% |
| Participant deferral / active EE | $179 | $2,837-93.7% | $3,880-95.4% | $4,125-95.7% |
| Admin fee / account holder | $230 | $2,952-92.2% | $3,068-92.5% | $5,651-95.9% |