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 | $25,900 | $39,122-33.8% | $57,179-54.7% | $62,891-58.8% |
| Participation rate | 50.0% | 70.5%-20.5pp | 75.3%-25.3pp | 69.3%-19.3pp |
| Annual return | 40.66% | 9.23%+31.4pp | 14.59%+26.1pp | 20.14%+20.5pp |
| Employer contribution / active EE | $224 | $1,874-88.1% | $2,682-91.7% | $2,281-90.2% |
| Participant deferral / active EE | $267 | $2,374-88.7% | $3,096-91.4% | $3,203-91.7% |
| Admin fee / account holder | $102 | $2,592-96.1% | $3,139-96.7% | $4,296-97.6% |