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 | $38,147 | $86,699-56.0% | $73,307-48.0% | $125,391-69.6% |
| Participation rate | 66.7% | 78.6%-12.0pp | 74.9%-8.2pp | 83.2%-16.5pp |
| Annual return | 7.83% | 2.78%+5.1pp | 5.67%+2.2pp | 282.22%-274.4pp |
| Employer contribution / active EE | $178 | $4,152-95.7% | $3,237-94.5% | $4,866-96.3% |
| Participant deferral / active EE | $178 | $5,550-96.8% | $4,991-96.4% | $5,352-96.7% |
| Admin fee / account holder | $33 | $7,771-99.6% | $5,637-99.4% | $9,540-99.7% |