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 10-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 | $20,937 | $63,346-66.9% | $92,233-77.3% | $70,131-70.1% |
| Participation rate | 8.0% | 68.7%-60.7pp | 76.5%-68.5pp | 69.5%-61.5pp |
| Annual return | 56.32% | 530.12%-473.8pp | 176.28%-120.0pp | 73.14%-16.8pp |
| Employer contribution / active EE | $408 | $2,471-83.5% | $3,679-88.9% | $2,342-82.6% |
| Participant deferral / active EE | $943 | $2,854-67.0% | $3,897-75.8% | $3,332-71.7% |
| Admin fee / account holder | $169 | $3,840-95.6% | $5,194-96.7% | $4,645-96.4% |