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 | $88,918 | $77,813+14.3% | $123,544-28.0% | $64,186+38.5% |
| Participation rate | 31.0% | 74.7%-43.7pp | 82.3%-51.3pp | 69.6%-38.5pp |
| Annual return | 1.84% | 12.48%-10.6pp | 119.20%-117.4pp | 7.63%-5.8pp |
| Employer contribution / active EE | $333 | $3,014-88.9% | $4,628-92.8% | $2,381-86.0% |
| Participant deferral / active EE | $973 | $5,240-81.4% | $6,426-84.9% | $3,470-72.0% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |