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 | $27,493 | $175,202-84.3% | $149,673-81.6% | $139,434-80.3% |
| Participation rate | 52.6% | 83.4%-30.7pp | 78.8%-26.1pp | 80.3%-27.7pp |
| Annual return | 12.75% | 166.71%-154.0pp | 134.42%-121.7pp | 372.94%-360.2pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,539 | $6,519-76.4% | $5,680-72.9% | $6,710-77.1% |
| Admin fee / account holder | $30 | $16,150-99.8% | $13,210-99.8% | $11,403-99.7% |