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 4-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 | $7,491 | $110,261-93.2% | $95,745-92.2% | $139,434-94.6% |
| Participation rate | 6.3% | 75.8%-69.5pp | 72.3%-66.0pp | 80.3%-74.1pp |
| Annual return | 33.50% | 27.11%+6.4pp | 28.35%+5.1pp | 372.94%-339.4pp |
| Employer contribution / active EE | $142 | $3,257-95.6% | $2,835-95.0% | $4,751-97.0% |
| Participant deferral / active EE | $142 | $4,676-97.0% | $4,245-96.7% | $6,710-97.9% |
| Admin fee / account holder | $20 | $6,613-99.7% | $5,678-99.6% | $11,403-99.8% |