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 | $6,752 | $96,635-93.0% | $86,612-92.2% | $139,434-95.2% |
| Participation rate | 18.2% | 74.4%-56.2pp | 71.7%-53.5pp | 80.3%-62.1pp |
| Annual return | 23.68% | 106.41%-82.7pp | 591.07%-567.4pp | 372.94%-349.3pp |
| Employer contribution / active EE | $86 | $3,263-97.4% | $3,022-97.1% | $4,751-98.2% |
| Participant deferral / active EE | $108 | $4,836-97.8% | $4,438-97.6% | $6,710-98.4% |
| Admin fee / account holder | $262 | $6,408-95.9% | $5,614-95.3% | $11,403-97.7% |