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 10-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 | $14,360 | $53,822-73.3% | $75,696-81.0% | $85,850-83.3% |
| Participation rate | 27.3% | 69.1%-41.8pp | 74.8%-47.6pp | 69.3%-42.0pp |
| Annual return | 19.24% | 24.54%-5.3pp | 104.53%-85.3pp | 318.53%-299.3pp |
| Employer contribution / active EE | $262 | $2,017-87.0% | $2,743-90.4% | $2,565-89.8% |
| Participant deferral / active EE | $822 | $2,895-71.6% | $3,821-78.5% | $3,952-79.2% |
| Admin fee / account holder | $92 | $3,343-97.2% | $3,619-97.5% | $6,260-98.5% |