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 | $38,962 | $98,750-60.5% | $149,696-74.0% | $79,858-51.2% |
| Participation rate | 33.3% | 75.8%-42.4pp | 82.5%-49.1pp | 69.6%-36.3pp |
| Annual return | 15.85% | 27.43%-11.6pp | 276.60%-260.7pp | 31.71%-15.9pp |
| Employer contribution / active EE | $534 | $3,216-83.4% | $4,644-88.5% | $2,471-78.4% |
| Participant deferral / active EE | $2,121 | $5,680-62.7% | $6,842-69.0% | $3,740-43.3% |
| Admin fee / account holder | $219 | $6,053-96.4% | $9,309-97.6% | $5,306-95.9% |