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 | $39,577 | $73,867-46.4% | $143,757-72.5% | $68,494-42.2% |
| Participation rate | 8.2% | 66.7%-58.5pp | 80.3%-72.1pp | 67.9%-59.7pp |
| Annual return | -17.62% | 1.01%-18.6pp | -0.04%-17.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $302 | $3,184-90.5% | $4,951-93.9% | $2,596-88.4% |
| Participant deferral / active EE | $811 | $3,384-76.0% | $5,637-85.6% | $4,027-79.9% |
| Admin fee / account holder | $23 | $5,755-99.6% | $14,673-99.8% | $5,403-99.6% |