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 | $61,774-48.4% | $97,226-67.2% | $80,856-60.6% |
| Participation rate | 8.9% | 63.5%-54.6pp | 72.7%-63.8pp | 67.6%-58.7pp |
| Annual return | 27.52% | -557.90%+585.4pp | 75.13%-47.6pp | 35.59%-8.1pp |
| Employer contribution / active EE | $210 | $1,837-88.6% | $2,729-92.3% | $2,755-92.4% |
| Participant deferral / active EE | $673 | $3,029-77.8% | $4,264-84.2% | $4,296-84.3% |
| Admin fee / account holder | $148 | $5,166-97.1% | $5,654-97.4% | $6,918-97.9% |