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 | $25,600 | $91,190-71.9% | $178,490-85.7% | $79,858-67.9% |
| Participation rate | 17.5% | 69.2%-51.7pp | 81.9%-64.5pp | 69.6%-52.2pp |
| Annual return | 17.85% | 24.19%-6.3pp | 151.07%-133.2pp | 31.71%-13.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $845 | $3,236-73.9% | $5,202-83.7% | $3,740-77.4% |
| Admin fee / account holder | $242 | $6,751-96.4% | $13,984-98.3% | $5,306-95.4% |