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 | $40,406 | $65,041-37.9% | $90,951-55.6% | $79,858-49.4% |
| Participation rate | 10.3% | 61.6%-51.3pp | 69.0%-58.7pp | 69.6%-59.3pp |
| Annual return | 36.56% | 30.45%+6.1pp | 134.60%-98.0pp | 31.71%+4.8pp |
| Employer contribution / active EE | $170 | $1,247-86.4% | $2,122-92.0% | $2,471-93.1% |
| Participant deferral / active EE | $296 | $2,512-88.2% | $3,373-91.2% | $3,740-92.1% |
| Admin fee / account holder | $16 | $4,536-99.7% | $5,959-99.7% | $5,306-99.7% |