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 6-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 | $19,790 | $124,281-84.1% | $109,143-81.9% | $167,490-88.2% |
| Participation rate | 33.3% | 79.4%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 16.65% | 26.04%-9.4pp | 25.75%-9.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $470 | $4,207-88.8% | $3,722-87.4% | $4,837-90.3% |
| Participant deferral / active EE | $1,342 | $5,255-74.5% | $4,653-71.2% | $6,341-78.8% |
| Admin fee / account holder | $114 | $7,970-98.6% | $6,752-98.3% | $12,309-99.1% |