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 | $61,186 | $85,713-28.6% | $86,677-29.4% | - |
| Participation rate | 11.1% | 72.2%-61.1pp | 76.6%-65.5pp | - |
| Annual return | -17.36% | -20.12%+2.8pp | 35.91%-53.3pp | - |
| Employer contribution / active EE | $368 | $1,789-79.4% | $2,836-87.0% | - |
| Participant deferral / active EE | $526 | $3,318-84.1% | $4,656-88.7% | - |
| Admin fee / account holder | $24 | $28,935-99.9% | $7,493-99.7% | - |