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 | $49,817 | $56,199-11.4% | $67,652-26.4% | $59,632-16.5% |
| Participation rate | 16.5% | 71.5%-55.0pp | 75.7%-59.2pp | 68.7%-52.2pp |
| Annual return | 0.36% | 18505.31%-18504.9pp | 6625.04%-6624.7pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $708 | $2,844-75.1% | $3,560-80.1% | $3,192-77.8% |
| Admin fee / account holder | $52 | $3,958-98.7% | $4,821-98.9% | $4,297-98.8% |