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 | $59,757 | $91,538-34.7% | $129,995-54.0% | $75,163-20.5% |
| Participation rate | 12.3% | 71.4%-59.2pp | 78.5%-66.2pp | 67.2%-54.9pp |
| Annual return | 17.00% | -631.11%+648.1pp | -137.18%+154.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $422 | $2,845-85.2% | $4,320-90.2% | $2,670-84.2% |
| Participant deferral / active EE | $731 | $4,341-83.2% | $5,820-87.4% | $4,125-82.3% |
| Admin fee / account holder | $292 | $6,790-95.7% | $10,614-97.2% | $5,651-94.8% |