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 | $30,210 | $49,280-38.7% | $67,313-55.1% | $64,186-52.9% |
| Participation rate | 7.7% | 60.8%-53.1pp | 69.1%-61.4pp | 69.6%-61.9pp |
| Annual return | -5.45% | -1.39%-4.1pp | -4.08%-1.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $676 | $2,484-72.8% | $3,568-81.1% | $3,470-80.5% |
| Admin fee / account holder | $138 | $3,863-96.4% | $4,507-96.9% | $4,888-97.2% |