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 | $43,353 | $68,719-36.9% | $91,541-52.6% | $84,808-48.9% |
| Participation rate | 7.1% | 64.5%-57.4pp | 69.8%-62.6pp | 68.3%-61.2pp |
| Annual return | 17.15% | 19.12%-2.0pp | 20.50%-3.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $199 | $3,136-93.6% | $4,008-95.0% | $4,212-95.3% |
| Admin fee / account holder | $0 | $5,786-100.0% | $6,956-100.0% | $7,344-100.0% |