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 | $70,665 | $42,383+66.7% | $76,523-7.7% | $64,186+10.1% |
| Participation rate | 2.7% | 58.1%-55.4pp | 68.0%-65.3pp | 69.6%-66.9pp |
| Annual return | -5.37% | -16.54%+11.2pp | -0.27%-5.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $41 | $1,563-97.4% | $2,647-98.5% | $2,381-98.3% |
| Participant deferral / active EE | $152 | $2,566-94.1% | $3,835-96.0% | $3,470-95.6% |
| Admin fee / account holder | $0 | $3,198-100.0% | $4,848-100.0% | $4,888-100.0% |