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 7-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 | $11,469 | $111,535-89.7% | $105,223-89.1% | $137,256-91.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 17.67% | 237.85%-220.2pp | 180.65%-163.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $623 | $3,939-84.2% | $3,689-83.1% | $4,156-85.0% |
| Participant deferral / active EE | $1,201 | $5,500-78.2% | $5,072-76.3% | $6,407-81.3% |
| Admin fee / account holder | $85 | $9,721-99.1% | $8,859-99.0% | $12,270-99.3% |