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 | $22,637 | $180,749-87.5% | $160,784-85.9% | $137,256-83.5% |
| Participation rate | 14.3% | 80.0%-65.7pp | 77.0%-62.7pp | 80.0%-65.7pp |
| Annual return | 21.80% | 2234.46%-2212.7pp | 1803.92%-1782.1pp | 220.34%-198.5pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $951 | $6,844-86.1% | $6,293-84.9% | $6,407-85.1% |
| Admin fee / account holder | $138 | $10,397-98.7% | $9,717-98.6% | $12,270-98.9% |