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 7-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 | $29,370 | $140,588-79.1% | $123,104-76.1% | $125,391-76.6% |
| Participation rate | 28.6% | 88.2%-59.6pp | 86.8%-58.2pp | 83.2%-54.6pp |
| Annual return | -0.53% | 16.80%-17.3pp | 13.22%-13.8pp | 282.22%-282.8pp |
| Employer contribution / active EE | $321 | $6,041-94.7% | $5,151-93.8% | $4,866-93.4% |
| Participant deferral / active EE | $446 | $6,980-93.6% | $6,230-92.8% | $5,352-91.7% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |