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 | $19,645 | $106,584-81.6% | $101,326-80.6% | $142,382-86.2% |
| Participation rate | 9.1% | 82.7%-73.6pp | 81.5%-72.4pp | 80.1%-71.0pp |
| Annual return | 17.88% | 36.93%-19.0pp | 36.82%-18.9pp | 217.08%-199.2pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $547 | $8,297-93.4% | $7,994-93.2% | $6,507-91.6% |
| Admin fee / account holder | $117 | $11,446-99.0% | $11,185-99.0% | $12,624-99.1% |