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 5-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 | $6,996 | $96,305-92.7% | $80,569-91.3% | $139,434-95.0% |
| Participation rate | 23.1% | 73.6%-50.6pp | 67.0%-43.9pp | 80.3%-57.2pp |
| Annual return | 19.30% | 1350.08%-1330.8pp | 935.43%-916.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $274 | $3,262-91.6% | $2,723-89.9% | $4,751-94.2% |
| Participant deferral / active EE | $411 | $5,232-92.1% | $4,447-90.8% | $6,710-93.9% |
| Admin fee / account holder | $11 | $6,599-99.8% | $5,377-99.8% | $11,403-99.9% |