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 | $29,005 | $78,422-63.0% | $95,952-69.8% | $79,858-63.7% |
| Participation rate | 24.3% | 73.5%-49.2pp | 77.1%-52.7pp | 69.6%-45.3pp |
| Annual return | 14.18% | 19.37%-5.2pp | 91.61%-77.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $389 | $1,945-80.0% | $2,541-84.7% | $2,471-84.3% |
| Participant deferral / active EE | $811 | $3,440-76.4% | $4,167-80.5% | $3,740-78.3% |
| Admin fee / account holder | $211 | $5,622-96.2% | $6,795-96.9% | $5,306-96.0% |