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 | $40,649 | $64,807-37.3% | $79,464-48.8% | - |
| Participation rate | 37.4% | 63.3%-25.9pp | 73.3%-36.0pp | - |
| Annual return | -5.47% | -6.90%+1.4pp | 718.14%-723.6pp | - |
| Employer contribution / active EE | $0 | $2,603-100.0% | $2,800-100.0% | - |
| Participant deferral / active EE | $1,033 | $2,645-60.9% | $3,704-72.1% | - |
| Admin fee / account holder | $44 | $2,902-98.5% | $5,113-99.1% | - |