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 | $17,792 | $91,190-80.5% | $178,490-90.0% | $79,858-77.7% |
| Participation rate | 8.0% | 69.2%-61.2pp | 81.9%-73.9pp | 69.6%-61.6pp |
| Annual return | 80.64% | 24.19%+56.4pp | 151.07%-70.4pp | 31.71%+48.9pp |
| Employer contribution / active EE | $252 | $3,256-92.3% | $5,011-95.0% | $2,471-89.8% |
| Participant deferral / active EE | $714 | $3,236-77.9% | $5,202-86.3% | $3,740-80.9% |
| Admin fee / account holder | $71 | $6,751-98.9% | $13,984-99.5% | $5,306-98.7% |