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 | $43,577 | $78,422-44.4% | $95,952-54.6% | $79,858-45.4% |
| Participation rate | 19.4% | 73.5%-54.1pp | 77.1%-57.7pp | 69.6%-50.3pp |
| Annual return | 12.85% | 19.37%-6.5pp | 91.61%-78.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $178 | $3,440-94.8% | $4,167-95.7% | $3,740-95.2% |
| Admin fee / account holder | $187 | $5,622-96.7% | $6,795-97.3% | $5,306-96.5% |