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 | $37,064 | $83,908-55.8% | $68,509-45.9% | $125,391-70.4% |
| Participation rate | 40.0% | 78.2%-38.2pp | 74.7%-34.7pp | 83.2%-43.2pp |
| Annual return | -0.97% | 14.48%-15.4pp | 8.27%-9.2pp | 282.22%-283.2pp |
| Employer contribution / active EE | $113 | $3,031-96.3% | $2,278-95.1% | $4,866-97.7% |
| Participant deferral / active EE | $450 | $4,125-89.1% | $3,382-86.7% | $5,352-91.6% |
| Admin fee / account holder | $4 | $8,982-100.0% | $5,275-99.9% | $9,540-100.0% |