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 | $35,695 | $71,883-50.3% | $86,677-58.8% | $68,494-47.9% |
| Participation rate | 11.1% | 72.2%-61.1pp | 76.6%-65.5pp | 67.9%-56.8pp |
| Annual return | -18.11% | 3.52%-21.6pp | 35.91%-54.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $428 | $2,173-80.3% | $2,836-84.9% | $2,596-83.5% |
| Participant deferral / active EE | $888 | $3,779-76.5% | $4,656-80.9% | $4,027-77.9% |
| Admin fee / account holder | $181 | $6,112-97.0% | $7,493-97.6% | $5,403-96.7% |