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 | $83,815 | $77,813+7.7% | $123,544-32.2% | $64,186+30.6% |
| Participation rate | 21.1% | 74.7%-53.7pp | 82.3%-61.2pp | 69.6%-48.5pp |
| Annual return | -3.50% | 12.48%-16.0pp | 119.20%-122.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,050 | $5,240-80.0% | $6,426-83.7% | $3,470-69.7% |
| Admin fee / account holder | $40 | $5,519-99.3% | $9,284-99.6% | $4,888-99.2% |