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 | $42,077 | $98,750-57.4% | $149,696-71.9% | $79,858-47.3% |
| Participation rate | 11.1% | 75.8%-64.7pp | 82.5%-71.4pp | 69.6%-58.5pp |
| Annual return | 20.70% | 27.43%-6.7pp | 276.60%-255.9pp | 31.71%-11.0pp |
| Employer contribution / active EE | $483 | $3,216-85.0% | $4,644-89.6% | $2,471-80.5% |
| Participant deferral / active EE | $1,189 | $5,680-79.1% | $6,842-82.6% | $3,740-68.2% |
| Admin fee / account holder | $152 | $6,053-97.5% | $9,309-98.4% | $5,306-97.1% |