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 | $34,499 | $92,222-62.6% | $76,768-55.1% | $135,375-74.5% |
| Participation rate | 14.3% | 79.8%-65.5pp | 77.0%-62.7pp | 82.6%-68.4pp |
| Annual return | -6.76% | 5.46%-12.2pp | 2.43%-9.2pp | 519.73%-526.5pp |
| Employer contribution / active EE | $35 | $3,216-98.9% | $2,485-98.6% | $4,779-99.3% |
| Participant deferral / active EE | $131 | $4,509-97.1% | $3,852-96.6% | $5,609-97.7% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |