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 | $33,904 | $42,383-20.0% | $76,523-55.7% | $64,186-47.2% |
| Participation rate | 6.9% | 58.1%-51.2pp | 68.0%-61.1pp | 69.6%-62.7pp |
| Annual return | -5.88% | -16.54%+10.7pp | -0.27%-5.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $194 | $1,563-87.6% | $2,647-92.7% | $2,381-91.9% |
| Participant deferral / active EE | $617 | $2,566-75.9% | $3,835-83.9% | $3,470-82.2% |
| Admin fee / account holder | $90 | $3,198-97.2% | $4,848-98.2% | $4,888-98.2% |