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 8-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 | $26,970 | $80,717-66.6% | $154,803-82.6% | $84,808-68.2% |
| Participation rate | 24.0% | 66.8%-42.8pp | 78.1%-54.1pp | 68.3%-44.3pp |
| Annual return | 18.89% | 37.96%-19.1pp | 58.88%-40.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $254 | $2,761-90.8% | $4,305-94.1% | $2,631-90.3% |
| Participant deferral / active EE | $667 | $3,303-79.8% | $5,540-88.0% | $4,212-84.2% |
| Admin fee / account holder | $17 | $6,746-99.7% | $14,329-99.9% | $7,344-99.8% |