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 | $2,224 | $72,071-96.9% | $68,368-96.7% | $137,256-98.4% |
| Participation rate | 52.9% | 76.2%-23.3pp | 73.8%-20.8pp | 80.0%-27.0pp |
| Annual return | 14.61% | 353.14%-338.5pp | 292.57%-278.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $175 | $2,788-93.7% | $2,649-93.4% | $4,156-95.8% |
| Participant deferral / active EE | $269 | $4,410-93.9% | $4,123-93.5% | $6,407-95.8% |
| Admin fee / account holder | $142 | $5,336-97.3% | $5,150-97.3% | $12,270-98.8% |