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 6-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 | $16,482 | $77,899-78.8% | $149,673-89.0% | $75,163-78.1% |
| Participation rate | 20.9% | 65.6%-44.6pp | 78.8%-57.8pp | 67.2%-46.3pp |
| Annual return | 17.76% | 31.72%-14.0pp | 134.42%-116.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $281 | $3,137-91.0% | $4,818-94.2% | $2,670-89.5% |
| Participant deferral / active EE | $557 | $3,411-83.7% | $5,680-90.2% | $4,125-86.5% |
| Admin fee / account holder | $213 | $5,956-96.4% | $13,210-98.4% | $5,651-96.2% |