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 | $106,091 | $73,004+45.3% | $90,749+16.9% | $68,494+54.9% |
| Participation rate | 42.3% | 70.8%-28.5pp | 75.7%-33.4pp | 67.9%-25.6pp |
| Annual return | -17.46% | -13.81%-3.7pp | -12.16%-5.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $107 | $2,193-95.1% | $2,921-96.3% | $2,596-95.9% |
| Participant deferral / active EE | $215 | $3,627-94.1% | $4,564-95.3% | $4,027-94.7% |
| Admin fee / account holder | $164 | $5,896-97.2% | $8,445-98.1% | $5,403-97.0% |