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 | $46,182 | $82,664-44.1% | $125,339-63.2% | $68,494-32.6% |
| Participation rate | 43.3% | 75.0%-31.7pp | 82.4%-39.0pp | 67.9%-24.6pp |
| Annual return | -15.27% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $655 | $3,381-80.6% | $4,814-86.4% | $2,596-74.8% |
| Participant deferral / active EE | $1,320 | $6,110-78.4% | $7,446-82.3% | $4,027-67.2% |
| Admin fee / account holder | $118 | $6,275-98.1% | $10,010-98.8% | $5,403-97.8% |