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 | $15,974 | $91,190-82.5% | $178,490-91.1% | $79,858-80.0% |
| Participation rate | 22.9% | 69.2%-46.3pp | 81.9%-59.1pp | 69.6%-46.8pp |
| Annual return | 30.13% | 24.19%+5.9pp | 151.07%-120.9pp | 31.71%-1.6pp |
| Employer contribution / active EE | $97 | $3,256-97.0% | $5,011-98.1% | $2,471-96.1% |
| Participant deferral / active EE | $555 | $3,236-82.9% | $5,202-89.3% | $3,740-85.2% |
| Admin fee / account holder | $198 | $6,751-97.1% | $13,984-98.6% | $5,306-96.3% |