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 9-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 | $7,916 | $109,982-92.8% | $97,226-91.9% | $145,922-94.6% |
| Participation rate | 40.0% | 75.9%-35.9pp | 72.7%-32.7pp | 80.3%-40.3pp |
| Annual return | 13.35% | 242.90%-229.6pp | 75.13%-61.8pp | 561.29%-547.9pp |
| Employer contribution / active EE | $234 | $3,084-92.4% | $2,729-91.4% | $4,660-95.0% |
| Participant deferral / active EE | $371 | $4,676-92.1% | $4,264-91.3% | $6,688-94.4% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |