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 | $45,629 | $52,903-13.8% | $73,307-37.8% | $59,632-23.5% |
| Participation rate | 62.9% | 68.2%-5.4pp | 74.9%-12.1pp | 68.7%-5.8pp |
| Annual return | -0.64% | 12.20%-12.8pp | 5.67%-6.3pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,184 | $4,069-70.9% | $4,991-76.3% | $3,192-62.9% |
| Admin fee / account holder | $0 | $3,834-100.0% | $5,637-100.0% | $4,297-100.0% |