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 5-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 | $30,259 | $109,881-72.5% | $150,045-79.8% | $84,808-64.3% |
| Participation rate | 7.4% | 76.1%-68.7pp | 82.3%-74.9pp | 68.3%-60.9pp |
| Annual return | 18.54% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $639 | $6,636-90.4% | $7,997-92.0% | $4,212-84.8% |
| Admin fee / account holder | $72 | $8,568-99.2% | $13,435-99.5% | $7,344-99.0% |