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 | $12,965 | $100,773-87.1% | $88,946-85.4% | $142,382-90.9% |
| Participation rate | 11.1% | 74.3%-63.2pp | 68.8%-57.7pp | 80.1%-69.0pp |
| Annual return | 16.37% | 70.18%-53.8pp | 57.82%-41.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $121 | $2,918-95.8% | $2,555-95.3% | $4,299-97.2% |
| Participant deferral / active EE | $152 | $5,230-97.1% | $4,581-96.7% | $6,507-97.7% |
| Admin fee / account holder | $136 | $9,693-98.6% | $8,261-98.4% | $12,624-98.9% |