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 | $45,360 | $74,888-39.4% | $71,209-36.3% | $142,382-68.1% |
| Participation rate | 17.6% | 76.2%-58.6pp | 73.8%-56.1pp | 80.1%-62.5pp |
| Annual return | 13.42% | 345.14%-331.7pp | 282.51%-269.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $462 | $4,454-89.6% | $4,175-88.9% | $6,507-92.9% |
| Admin fee / account holder | $204 | $5,568-96.3% | $5,349-96.2% | $12,624-98.4% |