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 7-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 | $20,931 | $124,425-83.2% | $112,040-81.3% | $137,256-84.8% |
| Participation rate | 6.3% | 79.3%-73.1pp | 76.5%-70.2pp | 80.0%-73.7pp |
| Annual return | 17.78% | 24.72%-6.9pp | 24.52%-6.7pp | 220.34%-202.6pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $166 | $5,718-97.1% | $5,098-96.7% | $6,407-97.4% |
| Admin fee / account holder | $100 | $15,207-99.3% | $12,098-99.2% | $12,270-99.2% |