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 | $11,115 | $58,208-80.9% | $81,812-86.4% | $80,856-86.3% |
| Participation rate | 13.6% | 63.4%-49.9pp | 72.3%-58.8pp | 67.6%-54.1pp |
| Annual return | 17.92% | 41.66%-23.7pp | 773.79%-755.9pp | 35.59%-17.7pp |
| Employer contribution / active EE | $120 | $2,340-94.9% | $2,912-95.9% | $2,755-95.7% |
| Participant deferral / active EE | $521 | $3,281-84.1% | $4,319-87.9% | $4,296-87.9% |
| Admin fee / account holder | $300 | $4,981-94.0% | $7,386-95.9% | $6,918-95.7% |