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 | $28,881 | $77,813-62.9% | $123,544-76.6% | $64,186-55.0% |
| Participation rate | 47.5% | 74.7%-27.2pp | 82.3%-34.8pp | 69.6%-22.0pp |
| Annual return | -5.02% | 12.48%-17.5pp | 119.20%-124.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $133 | $3,014-95.6% | $4,628-97.1% | $2,381-94.4% |
| Participant deferral / active EE | $713 | $5,240-86.4% | $6,426-88.9% | $3,470-79.4% |
| Admin fee / account holder | $56 | $5,519-99.0% | $9,284-99.4% | $4,888-98.9% |