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 | $20,838 | $56,053-62.8% | $75,972-72.6% | $80,856-74.2% |
| Participation rate | 17.1% | 62.0%-45.0pp | 69.1%-52.0pp | 67.6%-50.6pp |
| Annual return | 13.69% | 20.53%-6.8pp | 359.55%-345.9pp | 35.59%-21.9pp |
| Employer contribution / active EE | $66 | $1,874-96.5% | $2,685-97.5% | $2,755-97.6% |
| Participant deferral / active EE | $490 | $3,052-83.9% | $4,255-88.5% | $4,296-88.6% |
| Admin fee / account holder | $0 | $5,234-100.0% | $6,467-100.0% | $6,918-100.0% |