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 | $65,870 | $113,935-42.2% | $94,224-30.1% | $125,391-47.5% |
| Participation rate | 23.8% | 82.9%-59.1pp | 78.8%-55.0pp | 83.2%-59.4pp |
| Annual return | -0.86% | 5.29%-6.1pp | 10.68%-11.5pp | 282.22%-283.1pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $650 | $5,179-87.4% | $4,320-85.0% | $5,352-87.9% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |