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 | $26,527 | $109,982-75.9% | $97,226-72.7% | $145,922-81.8% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 10.78% | 242.90%-232.1pp | 75.13%-64.4pp | 561.29%-550.5pp |
| Employer contribution / active EE | $138 | $3,084-95.5% | $2,729-94.9% | $4,660-97.0% |
| Participant deferral / active EE | $138 | $4,676-97.0% | $4,264-96.8% | $6,688-97.9% |
| Admin fee / account holder | $23 | $6,221-99.6% | $5,654-99.6% | $13,397-99.8% |