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 | $23,000 | $175,202-86.9% | $149,673-84.6% | $139,434-83.5% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 15.67% | 166.71%-151.0pp | 134.42%-118.7pp | 372.94%-357.3pp |
| Employer contribution / active EE | $884 | $5,474-83.9% | $4,818-81.7% | $4,751-81.4% |
| Participant deferral / active EE | $1,105 | $6,519-83.1% | $5,680-80.6% | $6,710-83.5% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |