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 | $19,163 | $56,114-65.9% | $96,139-80.1% | $85,850-77.7% |
| Participation rate | 9.4% | 56.7%-47.3pp | 68.4%-59.0pp | 69.3%-59.9pp |
| Annual return | 15.43% | 42.30%-26.9pp | 191.94%-176.5pp | 318.53%-303.1pp |
| Employer contribution / active EE | $230 | $1,620-85.8% | $2,797-91.8% | $2,565-91.0% |
| Participant deferral / active EE | $280 | $2,859-90.2% | $4,349-93.6% | $3,952-92.9% |
| Admin fee / account holder | $136 | $3,768-96.4% | $5,537-97.5% | $6,260-97.8% |