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 | $93,575 | $64,707+44.6% | $112,228-16.6% | $68,494+36.6% |
| Participation rate | 9.1% | 67.2%-58.1pp | 75.1%-66.0pp | 67.9%-58.8pp |
| Annual return | -16.92% | -11.40%-5.5pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $653 | $2,746-76.2% | $3,635-82.0% | $2,596-74.8% |
| Participant deferral / active EE | $817 | $3,565-77.1% | $4,728-82.7% | $4,027-79.7% |
| Admin fee / account holder | $102 | $5,232-98.0% | $6,410-98.4% | $5,403-98.1% |