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 | $23,001 | $167,307-86.3% | $143,757-84.0% | $134,475-82.9% |
| Participation rate | 31.6% | 84.8%-53.2pp | 80.3%-48.7pp | 81.2%-49.6pp |
| Annual return | -19.13% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $834 | $5,619-85.2% | $4,951-83.2% | $4,740-82.4% |
| Participant deferral / active EE | $1,464 | $6,446-77.3% | $5,637-74.0% | $6,400-77.1% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |