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 3-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 | $23,405 | $68,097-65.6% | $62,929-62.8% | $137,256-82.9% |
| Participation rate | 33.3% | 77.4%-44.1pp | 73.1%-39.8pp | 80.0%-46.6pp |
| Annual return | 18.82% | 1859.11%-1840.3pp | 1063.93%-1045.1pp | 220.34%-201.5pp |
| Employer contribution / active EE | $69 | $2,811-97.5% | $2,505-97.2% | $4,156-98.3% |
| Participant deferral / active EE | $69 | $4,553-98.5% | $3,888-98.2% | $6,407-98.9% |
| Admin fee / account holder | $147 | $6,521-97.7% | $5,065-97.1% | $12,270-98.8% |