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 7-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 | $13,789 | $80,717-82.9% | $154,803-91.1% | $84,808-83.7% |
| Participation rate | 16.4% | 66.8%-50.4pp | 78.1%-61.7pp | 68.3%-51.9pp |
| Annual return | 19.00% | 37.96%-19.0pp | 58.88%-39.9pp | 40.90%-21.9pp |
| Employer contribution / active EE | $141 | $2,761-94.9% | $4,305-96.7% | $2,631-94.6% |
| Participant deferral / active EE | $683 | $3,303-79.3% | $5,540-87.7% | $4,212-83.8% |
| Admin fee / account holder | $32 | $6,746-99.5% | $14,329-99.8% | $7,344-99.6% |