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 | $14,667 | $64,307-77.2% | $57,343-74.4% | $125,391-88.3% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 83.2%-58.2pp |
| Annual return | -1.15% | 25.12%-26.3pp | 24.39%-25.5pp | 282.22%-283.4pp |
| Employer contribution / active EE | $1 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $476 | $3,848-87.6% | $3,162-85.0% | $5,352-91.1% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |