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 | $11,908 | $54,705-78.2% | $71,209-83.3% | $84,808-86.0% |
| Participation rate | 5.1% | 64.1%-59.0pp | 73.8%-68.7pp | 68.3%-63.2pp |
| Annual return | 64.92% | 35.90%+29.0pp | 282.51%-217.6pp | 40.90%+24.0pp |
| Employer contribution / active EE | $143 | $2,158-93.4% | $2,721-94.7% | $2,631-94.5% |
| Participant deferral / active EE | $415 | $3,030-86.3% | $4,175-90.1% | $4,212-90.2% |
| Admin fee / account holder | $291 | $4,863-94.0% | $5,349-94.6% | $7,344-96.0% |