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 | $17,458 | $177,572-90.2% | $154,803-88.7% | $142,382-87.7% |
| Participation rate | 17.4% | 82.1%-64.7pp | 78.1%-60.7pp | 80.1%-62.7pp |
| Annual return | 20.40% | 65.07%-44.7pp | 58.88%-38.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,288 | $6,272-79.5% | $5,540-76.7% | $6,507-80.2% |
| Admin fee / account holder | $149 | $16,786-99.1% | $14,329-99.0% | $12,624-98.8% |