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 | $30,927 | $71,883-57.0% | $86,677-64.3% | $68,494-54.8% |
| Participation rate | 32.1% | 72.2%-40.1pp | 76.6%-44.4pp | 67.9%-35.7pp |
| Annual return | -16.18% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $370 | $3,779-90.2% | $4,656-92.1% | $4,027-90.8% |
| Admin fee / account holder | $147 | $6,112-97.6% | $7,493-98.0% | $5,403-97.3% |