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 | $12,643 | $106,515-88.1% | $96,683-86.9% | $139,434-90.9% |
| Participation rate | 41.2% | 77.8%-36.7pp | 74.3%-33.2pp | 80.3%-39.1pp |
| Annual return | 17.09% | 38.43%-21.3pp | 35.69%-18.6pp | 372.94%-355.9pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,324 | $5,454-75.7% | $4,878-72.9% | $6,710-80.3% |
| Admin fee / account holder | $33 | $7,877-99.6% | $6,730-99.5% | $11,403-99.7% |