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 | $15,823 | $51,175-69.1% | $70,515-77.6% | $75,163-78.9% |
| Participation rate | 17.1% | 60.9%-43.9pp | 68.3%-51.3pp | 67.2%-50.1pp |
| Annual return | 20.93% | 30.02%-9.1pp | 32.77%-11.8pp | 160.62%-139.7pp |
| Employer contribution / active EE | $74 | $1,826-96.0% | $2,973-97.5% | $2,670-97.2% |
| Participant deferral / active EE | $483 | $2,849-83.1% | $4,567-89.4% | $4,125-88.3% |
| Admin fee / account holder | $0 | $4,091-100.0% | $6,412-100.0% | $5,651-100.0% |