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 | $37,416 | $77,314-51.6% | $177,989-79.0% | $80,856-53.7% |
| Participation rate | 24.1% | 65.7%-41.6pp | 77.1%-52.9pp | 67.6%-43.5pp |
| Annual return | 11.30% | 18.09%-6.8pp | 294.48%-283.2pp | 35.59%-24.3pp |
| Employer contribution / active EE | $303 | $2,292-86.8% | $3,949-92.3% | $2,755-89.0% |
| Participant deferral / active EE | $1,212 | $4,411-72.5% | $6,276-80.7% | $4,296-71.8% |
| Admin fee / account holder | $248 | $7,191-96.6% | $10,363-97.6% | $6,918-96.4% |