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 | $27,739 | $65,908-57.9% | $81,812-66.1% | $77,643-64.3% |
| Participation rate | 6.2% | 65.8%-59.6pp | 72.3%-66.2pp | 70.6%-64.4pp |
| Annual return | 11.98% | 26.64%-14.7pp | 773.79%-761.8pp | 31.24%-19.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $2,912-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $568 | $3,505-83.8% | $4,319-86.8% | $4,647-87.8% |
| Admin fee / account holder | $173 | $526-67.1% | $7,386-97.7% | $430-59.7% |