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 8-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 | $20,563 | $73,933-72.2% | $96,683-78.7% | $75,163-72.6% |
| Participation rate | 12.0% | 66.4%-54.4pp | 74.3%-62.3pp | 67.2%-55.2pp |
| Annual return | 15.73% | 26.70%-11.0pp | 35.69%-20.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $246 | $2,928-91.6% | $3,737-93.4% | $2,670-90.8% |
| Participant deferral / active EE | $486 | $3,659-86.7% | $4,878-90.0% | $4,125-88.2% |
| Admin fee / account holder | $176 | $5,216-96.6% | $6,730-97.4% | $5,651-96.9% |