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 | $13,702 | $105,931-87.1% | $81,930-83.3% | $158,922-91.4% |
| Participation rate | 5.3% | 75.6%-70.3pp | 72.0%-66.7pp | 82.0%-76.7pp |
| Annual return | 27.24% | 38.17%-10.9pp | 29.49%-2.2pp | 302.83%-275.6pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $316 | $13,003-97.6% | $7,107-95.6% | $5,982-94.7% |
| Admin fee / account holder | $154 | $8,489-98.2% | $5,158-97.0% | $11,246-98.6% |