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 | $102,317-61.3% | $146,958-73.1% | $80,856-51.1% |
| Participation rate | 61.3% | 75.8%-14.5pp | 82.2%-20.9pp | 67.6%-6.3pp |
| Annual return | 13.13% | 134.76%-121.6pp | 418.34%-405.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $701 | $3,713-81.1% | $4,933-85.8% | $2,755-74.6% |
| Participant deferral / active EE | $1,976 | $6,644-70.3% | $8,070-75.5% | $4,296-54.0% |
| Admin fee / account holder | $183 | $7,941-97.7% | $12,998-98.6% | $6,918-97.4% |