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 8-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 | $34,379 | $37,426-8.1% | $77,482-55.6% | $79,858-57.0% |
| Participation rate | 9.8% | 41.5%-31.8pp | 54.2%-44.4pp | 69.6%-59.9pp |
| Annual return | 19.84% | 39.70%-19.9pp | 54.79%-34.9pp | 31.71%-11.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $295 | $1,260-76.6% | $1,861-84.2% | $3,740-92.1% |
| Admin fee / account holder | $26 | $2,504-99.0% | $2,858-99.1% | $5,306-99.5% |