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 10-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 | $39,579 | $102,382-61.3% | $147,005-73.1% | $80,874-51.1% |
| Participation rate | 61.3% | 75.8%-14.6pp | 82.2%-20.9pp | 67.6%-6.4pp |
| Annual return | 13.13% | 134.89%-121.8pp | 418.76%-405.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $701 | $3,715-81.1% | $4,934-85.8% | $2,756-74.6% |
| Participant deferral / active EE | $1,976 | $6,646-70.3% | $8,070-75.5% | $4,297-54.0% |
| Admin fee / account holder | $183 | $7,942-97.7% | $13,006-98.6% | $6,935-97.4% |