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 | $74,172 | $85,766-13.5% | $136,294-45.6% | $70,131+5.8% |
| Participation rate | 9.5% | 74.2%-64.6pp | 81.9%-72.4pp | 69.5%-60.0pp |
| Annual return | 21.41% | 31.45%-10.0pp | 5155.94%-5134.5pp | 73.14%-51.7pp |
| Employer contribution / active EE | $283 | $2,966-90.5% | $4,695-94.0% | $2,342-87.9% |
| Participant deferral / active EE | $1,061 | $5,051-79.0% | $6,247-83.0% | $3,332-68.2% |
| Admin fee / account holder | $197 | $5,420-96.4% | $9,243-97.9% | $4,645-95.8% |