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 | $19,602 | $61,272-68.0% | $149,673-86.9% | $71,457-72.6% |
| Participation rate | 7.0% | 62.5%-55.5pp | 78.8%-71.8pp | 67.9%-60.9pp |
| Annual return | 26.50% | 35.85%-9.4pp | 134.42%-107.9pp | 28.85%-2.3pp |
| Employer contribution / active EE | $16 | $2,378-99.3% | $4,818-99.7% | $2,588-99.4% |
| Participant deferral / active EE | $98 | $2,917-96.7% | $5,680-98.3% | $4,289-97.7% |
| Admin fee / account holder | $20 | $1,261-98.4% | $13,210-99.8% | $1,587-98.7% |