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 | $18,619 | $102,616-81.9% | $81,983-77.3% | $158,922-88.3% |
| Participation rate | 56.5% | 75.5%-19.0pp | 69.2%-12.7pp | 82.0%-25.4pp |
| Annual return | 19.39% | 61.04%-41.6pp | 41.31%-21.9pp | 302.83%-283.4pp |
| Employer contribution / active EE | $184 | $3,240-94.3% | $2,498-92.6% | $4,761-96.1% |
| Participant deferral / active EE | $735 | $4,648-84.2% | $3,722-80.2% | $5,982-87.7% |
| Admin fee / account holder | $17 | $8,235-99.8% | $5,664-99.7% | $11,246-99.9% |