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 | $56,205 | $142,344-60.5% | $119,609-53.0% | $134,475-58.2% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.3%-45.9pp | 81.2%-47.9pp |
| Annual return | -17.29% | -12.44%-4.9pp | -14.97%-2.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $454 | $5,222-91.3% | $4,232-89.3% | $4,740-90.4% |
| Participant deferral / active EE | $1,407 | $6,469-78.3% | $5,602-74.9% | $6,400-78.0% |
| Admin fee / account holder | $30 | $13,584-99.8% | $10,323-99.7% | $11,426-99.7% |