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 | $17,647 | $124,281-85.8% | $109,143-83.8% | $167,490-89.5% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 13.20% | 26.04%-12.8pp | 25.75%-12.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $58 | $4,207-98.6% | $3,722-98.4% | $4,837-98.8% |
| Participant deferral / active EE | $1,017 | $5,255-80.7% | $4,653-78.2% | $6,341-84.0% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |