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 | $2,286 | $76,738-97.0% | $56,411-95.9% | $145,922-98.4% |
| Participation rate | 7.1% | 63.2%-56.1pp | 52.5%-45.3pp | 80.3%-73.1pp |
| Annual return | 11.20% | 2994.23%-2983.0pp | 1701.33%-1690.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $15 | $1,380-98.9% | $1,039-98.6% | $4,660-99.7% |
| Participant deferral / active EE | $15 | $2,623-99.4% | $1,952-99.2% | $6,688-99.8% |
| Admin fee / account holder | $32 | $3,334-99.0% | $2,829-98.9% | $13,397-99.8% |