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 4-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 | $18,512 | $61,774-70.0% | $97,226-81.0% | $80,856-77.1% |
| Participation rate | 14.7% | 63.5%-48.8pp | 72.7%-58.0pp | 67.6%-52.9pp |
| Annual return | 16.89% | -557.90%+574.8pp | 75.13%-58.2pp | 35.59%-18.7pp |
| Employer contribution / active EE | $138 | $1,837-92.5% | $2,729-94.9% | $2,755-95.0% |
| Participant deferral / active EE | $430 | $3,029-85.8% | $4,264-89.9% | $4,296-90.0% |
| Admin fee / account holder | $176 | $5,166-96.6% | $5,654-96.9% | $6,918-97.5% |