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 5-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 | $18,205 | $49,922-63.5% | $80,569-77.4% | $75,163-75.8% |
| Participation rate | 9.7% | 55.3%-45.6pp | 67.0%-57.3pp | 67.2%-57.5pp |
| Annual return | 26.57% | 34.69%-8.1pp | 935.43%-908.9pp | 160.62%-134.0pp |
| Employer contribution / active EE | $174 | $1,698-89.7% | $2,723-93.6% | $2,670-93.5% |
| Participant deferral / active EE | $630 | $2,990-78.9% | $4,447-85.8% | $4,125-84.7% |
| Admin fee / account holder | $97 | $3,577-97.3% | $5,377-98.2% | $5,651-98.3% |