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 | $82,810 | $110,094-24.8% | $151,611-45.4% | $68,494+20.9% |
| Participation rate | 30.8% | 84.0%-53.2pp | 87.5%-56.7pp | 67.9%-37.1pp |
| Annual return | -2.93% | -10.12%+7.2pp | 3.33%-6.3pp | -7.84%+4.9pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,788 | $6,527-57.3% | $8,363-66.7% | $4,027-30.8% |
| Admin fee / account holder | $189 | $7,719-97.6% | $11,616-98.4% | $5,403-96.5% |