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 | $18,658 | $53,822-65.3% | $75,696-75.4% | $85,850-78.3% |
| Participation rate | 23.0% | 69.1%-46.1pp | 74.8%-51.9pp | 69.3%-46.3pp |
| Annual return | 38.35% | 24.54%+13.8pp | 104.53%-66.2pp | 318.53%-280.2pp |
| Employer contribution / active EE | $220 | $2,017-89.1% | $2,743-92.0% | $2,565-91.4% |
| Participant deferral / active EE | $451 | $2,895-84.4% | $3,821-88.2% | $3,952-88.6% |
| Admin fee / account holder | $1 | $3,343-100.0% | $3,619-100.0% | $6,260-100.0% |