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 8-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 | $101,039 | $78,694+28.4% | $67,652+49.4% | $125,391-19.4% |
| Participation rate | 44.4% | 78.8%-34.4pp | 75.7%-31.2pp | 83.2%-38.7pp |
| Annual return | -3.20% | 9.46%-12.7pp | 6625.04%-6628.2pp | 282.22%-285.4pp |
| Employer contribution / active EE | $403 | $3,044-86.8% | $2,266-82.2% | $4,866-91.7% |
| Participant deferral / active EE | $506 | $4,292-88.2% | $3,560-85.8% | $5,352-90.5% |
| Admin fee / account holder | $62 | $7,403-99.2% | $4,821-98.7% | $9,540-99.3% |