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 | $9,240 | $80,717-88.6% | $154,803-94.0% | $84,808-89.1% |
| Participation rate | 7.7% | 66.8%-59.1pp | 78.1%-70.4pp | 68.3%-60.6pp |
| Annual return | 14.34% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $193 | $3,303-94.1% | $5,540-96.5% | $4,212-95.4% |
| Admin fee / account holder | $231 | $6,746-96.6% | $14,329-98.4% | $7,344-96.8% |