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 | $2,802 | $54,705-94.9% | $71,209-96.1% | $84,808-96.7% |
| Participation rate | 38.5% | 64.1%-25.6pp | 73.8%-35.3pp | 68.3%-29.8pp |
| Annual return | 17.17% | 35.90%-18.7pp | 282.51%-265.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $262 | $3,030-91.4% | $4,175-93.7% | $4,212-93.8% |
| Admin fee / account holder | $73 | $4,863-98.5% | $5,349-98.6% | $7,344-99.0% |