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 8-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 | $45,195 | $64,324-29.7% | $118,925-62.0% | $79,858-43.4% |
| Participation rate | 22.2% | 64.9%-42.6pp | 75.4%-53.2pp | 69.6%-47.4pp |
| Annual return | 14.89% | 86.45%-71.6pp | 35.88%-21.0pp | 31.71%-16.8pp |
| Employer contribution / active EE | $265 | $1,836-85.6% | $3,263-91.9% | $2,471-89.3% |
| Participant deferral / active EE | $883 | $2,824-68.7% | $4,265-79.3% | $3,740-76.4% |
| Admin fee / account holder | $0 | $4,040-100.0% | $6,581-100.0% | $5,306-100.0% |