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 | $43,948 | $57,831-24.0% | $82,389-46.7% | $85,563-48.6% |
| Participation rate | 5.5% | 55.0%-49.5pp | 69.5%-64.1pp | 66.0%-60.5pp |
| Annual return | 17.38% | 17.86%-0.5pp | 28.67%-11.3pp | 31.51%-14.1pp |
| Employer contribution / active EE | $140 | $1,643-91.5% | $2,517-94.4% | $2,654-94.7% |
| Participant deferral / active EE | $216 | $3,118-93.1% | $4,155-94.8% | $4,375-95.1% |
| Admin fee / account holder | $0 | $1,391-100.0% | $7,231-100.0% | $834-100.0% |