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 | $32,880 | $93,571-64.9% | $135,903-75.8% | $75,163-56.3% |
| Participation rate | 33.8% | 75.2%-41.4pp | 81.9%-48.1pp | 67.2%-33.4pp |
| Annual return | 23.84% | 30.90%-7.1pp | 68.23%-44.4pp | 160.62%-136.8pp |
| Employer contribution / active EE | $782 | $3,537-77.9% | $4,856-83.9% | $2,670-70.7% |
| Participant deferral / active EE | $1,702 | $6,404-73.4% | $7,758-78.1% | $4,125-58.7% |
| Admin fee / account holder | $50 | $6,975-99.3% | $10,762-99.5% | $5,651-99.1% |