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 8-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 | $14,901 | $77,634-80.8% | $156,549-90.5% | $62,891-76.3% |
| Participation rate | 33.3% | 71.2%-37.9pp | 84.0%-50.7pp | 69.3%-36.0pp |
| Annual return | 16.60% | 50.32%-33.7pp | 32.23%-15.6pp | 20.14%-3.5pp |
| Employer contribution / active EE | $364 | $3,444-89.4% | $5,501-93.4% | $2,281-84.1% |
| Participant deferral / active EE | $745 | $3,045-75.5% | $4,871-84.7% | $3,203-76.7% |
| Admin fee / account holder | $19 | $5,561-99.7% | $13,027-99.9% | $4,296-99.6% |