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 | $30,395 | $64,839-53.1% | $95,585-68.2% | $84,808-64.2% |
| Participation rate | 7.3% | 63.8%-56.5pp | 72.1%-64.8pp | 68.3%-61.0pp |
| Annual return | 20.01% | -670.96%+691.0pp | 38.56%-18.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $508 | $2,965-82.9% | $4,023-87.4% | $4,212-87.9% |
| Admin fee / account holder | $163 | $5,964-97.3% | $6,127-97.3% | $7,344-97.8% |