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 | $23,156 | $77,813-70.2% | $123,544-81.3% | $64,186-63.9% |
| Participation rate | 51.4% | 74.7%-23.3pp | 82.3%-30.9pp | 69.6%-18.1pp |
| Annual return | -7.64% | 12.48%-20.1pp | 119.20%-126.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $49 | $3,014-98.4% | $4,628-98.9% | $2,381-97.9% |
| Participant deferral / active EE | $906 | $5,240-82.7% | $6,426-85.9% | $3,470-73.9% |
| Admin fee / account holder | $265 | $5,519-95.2% | $9,284-97.1% | $4,888-94.6% |