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 | $22,783 | $47,848-52.4% | $81,478-72.0% | $70,131-67.5% |
| Participation rate | 8.6% | 58.3%-49.6pp | 68.0%-59.3pp | 69.5%-60.9pp |
| Annual return | 21.25% | 27.25%-6.0pp | 38.78%-17.5pp | 73.14%-51.9pp |
| Employer contribution / active EE | $67 | $1,527-95.6% | $2,568-97.4% | $2,342-97.2% |
| Participant deferral / active EE | $406 | $2,453-83.5% | $3,537-88.5% | $3,332-87.8% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |