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 | $91,587 | $77,813+17.7% | $123,544-25.9% | $64,186+42.7% |
| Participation rate | 36.4% | 74.7%-38.3pp | 82.3%-45.9pp | 69.6%-33.2pp |
| Annual return | -6.07% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $492 | $3,014-83.7% | $4,628-89.4% | $2,381-79.3% |
| Participant deferral / active EE | $1,392 | $5,240-73.4% | $6,426-78.3% | $3,470-59.9% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |