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 | $91,121 | $54,350+67.7% | $82,719+10.2% | $68,494+33.0% |
| Participation rate | 6.8% | 63.9%-57.1pp | 72.6%-65.7pp | 67.9%-61.1pp |
| Annual return | 31.11% | -13.67%+44.8pp | 701.18%-670.1pp | -7.84%+39.0pp |
| Employer contribution / active EE | $15 | $2,218-99.3% | $3,009-99.5% | $2,596-99.4% |
| Participant deferral / active EE | $15 | $3,246-99.5% | $4,395-99.7% | $4,027-99.6% |
| Admin fee / account holder | $37 | $4,395-99.2% | $5,329-99.3% | $5,403-99.3% |