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 | $15,392 | $91,190-83.1% | $178,490-91.4% | $79,858-80.7% |
| Participation rate | 14.8% | 69.2%-54.4pp | 81.9%-67.1pp | 69.6%-54.8pp |
| Annual return | 43.26% | 24.19%+19.1pp | 151.07%-107.8pp | 31.71%+11.5pp |
| Employer contribution / active EE | $191 | $3,256-94.1% | $5,011-96.2% | $2,471-92.3% |
| Participant deferral / active EE | $818 | $3,236-74.7% | $5,202-84.3% | $3,740-78.1% |
| Admin fee / account holder | $78 | $6,751-98.8% | $13,984-99.4% | $5,306-98.5% |