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 6-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 | $36,905 | $81,248-54.6% | $155,509-76.3% | $80,856-54.4% |
| Participation rate | 22.6% | 66.2%-43.6pp | 78.2%-55.6pp | 67.6%-45.1pp |
| Annual return | 11.45% | 33.31%-21.9pp | 64.67%-53.2pp | 35.59%-24.1pp |
| Employer contribution / active EE | $284 | $3,100-90.8% | $4,672-93.9% | $2,755-89.7% |
| Participant deferral / active EE | $770 | $3,452-77.7% | $5,626-86.3% | $4,296-82.1% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |