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 | $48,590 | $90,519-46.3% | $93,789-48.2% | $134,475-63.9% |
| Participation rate | 38.5% | 82.0%-43.5pp | 81.0%-42.5pp | 81.2%-42.8pp |
| Annual return | -0.38% | -15.72%+15.3pp | -11.33%+10.9pp | 417.96%-418.3pp |
| Employer contribution / active EE | $829 | $4,343-80.9% | $4,323-80.8% | $4,740-82.5% |
| Participant deferral / active EE | $829 | $5,978-86.1% | $6,094-86.4% | $6,400-87.0% |
| Admin fee / account holder | $20 | $9,252-99.8% | $7,195-99.7% | $11,426-99.8% |