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 | $54,253 | $94,529-42.6% | $140,016-61.3% | $64,186-15.5% |
| Participation rate | 64.0% | 84.1%-20.1pp | 87.5%-23.5pp | 69.6%-5.6pp |
| Annual return | -4.34% | 7.77%-12.1pp | 651.12%-655.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $225 | $3,812-94.1% | $5,606-96.0% | $2,381-90.5% |
| Participant deferral / active EE | $1,741 | $5,250-66.8% | $6,927-74.9% | $3,470-49.8% |
| Admin fee / account holder | $61 | $6,741-99.1% | $10,705-99.4% | $4,888-98.8% |