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 | $30,403 | $91,538-66.8% | $129,995-76.6% | $75,163-59.6% |
| Participation rate | 20.0% | 71.4%-51.4pp | 78.5%-58.5pp | 67.2%-47.2pp |
| Annual return | 16.31% | -631.11%+647.4pp | -137.18%+153.5pp | 160.62%-144.3pp |
| Employer contribution / active EE | $386 | $2,845-86.4% | $4,320-91.1% | $2,670-85.5% |
| Participant deferral / active EE | $619 | $4,341-85.7% | $5,820-89.4% | $4,125-85.0% |
| Admin fee / account holder | $19 | $6,790-99.7% | $10,614-99.8% | $5,651-99.7% |