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 | $54,705-54.1% | $71,209-64.7% | $84,808-70.4% |
| Participation rate | 2.3% | 64.1%-61.7pp | 73.8%-71.4pp | 68.3%-66.0pp |
| Annual return | 19.73% | 35.90%-16.2pp | 282.51%-262.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $3 | $2,158-99.9% | $2,721-99.9% | $2,631-99.9% |
| Participant deferral / active EE | $22 | $3,030-99.3% | $4,175-99.5% | $4,212-99.5% |
| Admin fee / account holder | $167 | $4,863-96.6% | $5,349-96.9% | $7,344-97.7% |