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 9-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 | $28,857 | $58,927-51.0% | $76,817-62.4% | $72,985-60.5% |
| Participation rate | 20.0% | 67.3%-47.3pp | 72.1%-52.1pp | 69.5%-49.5pp |
| Annual return | 22.32% | 2305.64%-2283.3pp | 1166.11%-1143.8pp | 81.00%-58.7pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $396 | $2,690-85.3% | $3,336-88.1% | $3,607-89.0% |
| Admin fee / account holder | $20 | $4,013-99.5% | $6,420-99.7% | $5,124-99.6% |