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 3-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 | $31,876 | $61,789-48.4% | $97,167-67.2% | $80,874-60.6% |
| Participation rate | 8.9% | 63.5%-54.6pp | 72.7%-63.8pp | 67.6%-58.7pp |
| Annual return | 27.52% | -557.90%+585.4pp | 75.27%-47.7pp | 35.62%-8.1pp |
| Employer contribution / active EE | $210 | $1,837-88.6% | $2,729-92.3% | $2,756-92.4% |
| Participant deferral / active EE | $673 | $3,028-77.8% | $4,264-84.2% | $4,297-84.3% |
| Admin fee / account holder | $148 | $5,168-97.1% | $5,650-97.4% | $6,935-97.9% |