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 6-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 | $15,146 | $111,724-86.4% | $93,606-83.8% | $145,922-89.6% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 7.91% | 202.98%-195.1pp | 133.20%-125.3pp | 561.29%-553.4pp |
| Employer contribution / active EE | $8 | $3,090-99.7% | $2,420-99.7% | $4,660-99.8% |
| Participant deferral / active EE | $8 | $4,912-99.8% | $4,411-99.8% | $6,688-99.9% |
| Admin fee / account holder | $24 | $10,250-99.8% | $8,285-99.7% | $13,397-99.8% |