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 9-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 | $22,398 | $133,958-83.3% | $112,228-80.0% | $134,475-83.3% |
| Participation rate | 21.7% | 78.6%-56.8pp | 75.1%-53.3pp | 81.2%-59.5pp |
| Annual return | -17.58% | 47.11%-64.7pp | 27.45%-45.0pp | 417.96%-435.5pp |
| Employer contribution / active EE | $440 | $4,038-89.1% | $3,635-87.9% | $4,740-90.7% |
| Participant deferral / active EE | $762 | $5,291-85.6% | $4,728-83.9% | $6,400-88.1% |
| Admin fee / account holder | $85 | $7,489-98.9% | $6,410-98.7% | $11,426-99.3% |