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 | $95,896 | $77,813+23.2% | $123,544-22.4% | $64,186+49.4% |
| Participation rate | 12.9% | 74.7%-61.8pp | 82.3%-69.4pp | 69.6%-56.6pp |
| Annual return | -4.49% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $455 | $3,014-84.9% | $4,628-90.2% | $2,381-80.9% |
| Participant deferral / active EE | $1,158 | $5,240-77.9% | $6,426-82.0% | $3,470-66.6% |
| Admin fee / account holder | $21 | $5,519-99.6% | $9,284-99.8% | $4,888-99.6% |