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 | $29,915 | $71,883-58.4% | $86,677-65.5% | $68,494-56.3% |
| Participation rate | 18.8% | 72.2%-53.5pp | 76.6%-57.8pp | 67.9%-49.1pp |
| Annual return | -17.04% | 3.52%-20.6pp | 35.91%-52.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $942 | $3,779-75.1% | $4,656-79.8% | $4,027-76.6% |
| Admin fee / account holder | $4 | $6,112-99.9% | $7,493-99.9% | $5,403-99.9% |