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 | $37,097 | $97,744-62.0% | $103,476-64.1% | $145,922-74.6% |
| Participation rate | 45.5% | 81.1%-35.6pp | 80.5%-35.1pp | 80.3%-34.8pp |
| Annual return | 11.23% | 25.41%-14.2pp | 23.90%-12.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,093 | $4,677-76.6% | $4,672-76.6% | $4,660-76.5% |
| Participant deferral / active EE | $1,319 | $6,603-80.0% | $6,623-80.1% | $6,688-80.3% |
| Admin fee / account holder | $20 | $12,515-99.8% | $9,413-99.8% | $13,397-99.9% |