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 | $37,865 | $98,750-61.7% | $149,696-74.7% | $79,858-52.6% |
| Participation rate | 18.2% | 75.8%-57.6pp | 82.5%-64.3pp | 69.6%-51.5pp |
| Annual return | 26.61% | 27.43%-0.8pp | 276.60%-250.0pp | 31.71%-5.1pp |
| Employer contribution / active EE | $525 | $3,216-83.7% | $4,644-88.7% | $2,471-78.8% |
| Participant deferral / active EE | $1,371 | $5,680-75.9% | $6,842-80.0% | $3,740-63.4% |
| Admin fee / account holder | $8 | $6,053-99.9% | $9,309-99.9% | $5,306-99.9% |