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 | $117,477 | $127,100-7.6% | $105,738+11.1% | $135,375-13.2% |
| Participation rate | 12.5% | 82.7%-70.2pp | 76.3%-63.8pp | 82.6%-70.1pp |
| Annual return | -2.08% | 4.49%-6.6pp | 6.27%-8.4pp | 519.73%-521.8pp |
| Employer contribution / active EE | $540 | $4,107-86.9% | $3,268-83.5% | $4,779-88.7% |
| Participant deferral / active EE | $674 | $5,064-86.7% | $4,080-83.5% | $5,609-88.0% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |