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 8-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 | $20,737 | $105,126-80.3% | $94,646-78.1% | $139,434-85.1% |
| Participation rate | 45.0% | 82.4%-37.4pp | 80.8%-35.8pp | 80.3%-35.3pp |
| Annual return | 12.72% | 38.03%-25.3pp | 156.71%-144.0pp | 372.94%-360.2pp |
| Employer contribution / active EE | $418 | $4,106-89.8% | $3,672-88.6% | $4,751-91.2% |
| Participant deferral / active EE | $1,775 | $7,599-76.6% | $7,418-76.1% | $6,710-73.5% |
| Admin fee / account holder | $20 | $8,984-99.8% | $7,231-99.7% | $11,403-99.8% |