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 | $22,792 | $55,415-58.9% | $155,509-85.3% | $74,495-69.4% |
| Participation rate | 5.6% | 61.9%-56.3pp | 78.2%-72.6pp | 67.2%-61.6pp |
| Annual return | 21.52% | 268.50%-247.0pp | 64.67%-43.1pp | 1364.94%-1343.4pp |
| Employer contribution / active EE | $12 | $2,267-99.5% | $4,672-99.7% | $2,623-99.5% |
| Participant deferral / active EE | $39 | $2,836-98.6% | $5,626-99.3% | $4,346-99.1% |
| Admin fee / account holder | $20 | $1,738-98.9% | $15,912-99.9% | $1,942-99.0% |