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 | $8,519 | $58,234-85.4% | $81,783-89.6% | $80,874-89.5% |
| Participation rate | 28.8% | 63.4%-34.6pp | 72.4%-43.5pp | 67.6%-38.8pp |
| Annual return | 11.15% | 41.70%-30.6pp | 775.05%-763.9pp | 35.62%-24.5pp |
| Employer contribution / active EE | $226 | $2,341-90.4% | $2,913-92.3% | $2,756-91.8% |
| Participant deferral / active EE | $390 | $3,283-88.1% | $4,320-91.0% | $4,297-90.9% |
| Admin fee / account holder | $248 | $4,982-95.0% | $7,380-96.6% | $6,935-96.4% |