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 | $89,247 | $64,707+37.9% | $112,228-20.5% | $68,494+30.3% |
| Participation rate | 12.1% | 67.2%-55.0pp | 75.1%-62.9pp | 67.9%-55.8pp |
| Annual return | -7.39% | -11.40%+4.0pp | 27.45%-34.8pp | -7.84%+0.4pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $721 | $3,565-79.8% | $4,728-84.7% | $4,027-82.1% |
| Admin fee / account holder | $8 | $5,232-99.9% | $6,410-99.9% | $5,403-99.9% |