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 | $6,486 | $76,407-91.5% | $150,298-95.7% | $82,448-92.1% |
| Participation rate | 16.5% | 66.4%-49.9pp | 77.8%-61.3pp | 68.1%-51.6pp |
| Annual return | 28.27% | 39.99%-11.7pp | 62.79%-34.5pp | 41.64%-13.4pp |
| Employer contribution / active EE | $194 | $2,614-92.6% | $4,154-95.3% | $2,551-92.4% |
| Participant deferral / active EE | $342 | $3,214-89.4% | $5,453-93.7% | $4,139-91.7% |
| Admin fee / account holder | $118 | $6,352-98.1% | $14,116-99.2% | $7,234-98.4% |