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 | $78,720 | $82,286-4.3% | $68,791+14.4% | $134,475-41.5% |
| Participation rate | 23.1% | 75.1%-52.0pp | 69.0%-45.9pp | 81.2%-58.1pp |
| Annual return | 1.11% | -2.19%+3.3pp | -6.38%+7.5pp | 417.96%-416.9pp |
| Employer contribution / active EE | $348 | $3,301-89.5% | $2,655-86.9% | $4,740-92.7% |
| Participant deferral / active EE | $811 | $4,739-82.9% | $3,941-79.4% | $6,400-87.3% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |