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 | $55,771 | $69,010-19.2% | $159,960-65.1% | $68,494-18.6% |
| Participation rate | 16.3% | 65.4%-49.1pp | 78.0%-61.6pp | 67.9%-51.6pp |
| Annual return | -16.24% | -9.65%-6.6pp | 408.60%-424.8pp | -7.84%-8.4pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $634 | $4,212-85.0% | $6,182-89.8% | $4,027-84.3% |
| Admin fee / account holder | $288 | $4,798-94.0% | $8,698-96.7% | $5,403-94.7% |