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 | $30,976 | $100,773-69.3% | $88,946-65.2% | $142,382-78.2% |
| Participation rate | 11.1% | 74.3%-63.2pp | 68.8%-57.7pp | 80.1%-69.0pp |
| Annual return | 14.25% | 70.18%-55.9pp | 57.82%-43.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $222 | $2,918-92.4% | $2,555-91.3% | $4,299-94.8% |
| Participant deferral / active EE | $400 | $5,230-92.4% | $4,581-91.3% | $6,507-93.9% |
| Admin fee / account holder | $275 | $9,693-97.2% | $8,261-96.7% | $12,624-97.8% |