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 10-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 | $69,706 | $94,529-26.3% | $140,016-50.2% | $64,186+8.6% |
| Participation rate | 60.0% | 84.1%-24.1pp | 87.5%-27.5pp | 69.6%-9.6pp |
| Annual return | -3.24% | 7.77%-11.0pp | 651.12%-654.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $278 | $3,812-92.7% | $5,606-95.0% | $2,381-88.3% |
| Participant deferral / active EE | $1,756 | $5,250-66.6% | $6,927-74.6% | $3,470-49.4% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,888-100.0% |