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 | $25,137 | $51,638-51.3% | $68,368-63.2% | $82,448-69.5% |
| Participation rate | 2.3% | 63.6%-61.3pp | 73.8%-71.4pp | 68.1%-65.7pp |
| Annual return | 19.73% | 37.53%-17.8pp | 292.57%-272.8pp | 41.64%-21.9pp |
| Employer contribution / active EE | $3 | $2,047-99.9% | $2,649-99.9% | $2,551-99.9% |
| Participant deferral / active EE | $22 | $2,914-99.3% | $4,123-99.5% | $4,139-99.5% |
| Admin fee / account holder | $167 | $4,643-96.4% | $5,150-96.8% | $7,234-97.7% |