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 | $88,074 | $82,664+6.5% | $125,339-29.7% | $68,494+28.6% |
| Participation rate | 26.8% | 75.0%-48.2pp | 82.4%-55.5pp | 67.9%-41.1pp |
| Annual return | -15.17% | -5.97%-9.2pp | 572.05%-587.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,670 | $6,110-72.7% | $7,446-77.6% | $4,027-58.5% |
| Admin fee / account holder | $98 | $6,275-98.4% | $10,010-99.0% | $5,403-98.2% |