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 | $17,047 | $69,515-75.5% | $86,874-80.4% | $85,850-80.1% |
| Participation rate | 43.6% | 66.3%-22.7pp | 71.6%-28.0pp | 69.3%-25.7pp |
| Annual return | 16.15% | 20.12%-4.0pp | 63.52%-47.4pp | 318.53%-302.4pp |
| Employer contribution / active EE | $45 | $1,880-97.6% | $2,495-98.2% | $2,565-98.2% |
| Participant deferral / active EE | $453 | $2,919-84.5% | $3,699-87.8% | $3,952-88.5% |
| Admin fee / account holder | $107 | $5,972-98.2% | $5,828-98.2% | $6,260-98.3% |