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 | $19,752 | $48,576-59.3% | $169,463-88.3% | $56,287-64.9% |
| Participation rate | 7.1% | 65.8%-58.7pp | 77.8%-70.7pp | 69.9%-62.8pp |
| Annual return | 17.23% | -2.51%+19.7pp | 1.83%+15.4pp | -9.96%+27.2pp |
| Employer contribution / active EE | $0 | $1,559-100.0% | $4,159-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $171 | $3,275-94.8% | $5,277-96.8% | $3,350-94.9% |
| Admin fee / account holder | $10 | $435-97.7% | $9,109-99.9% | $521-98.1% |