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 | $60,857 | $77,813-21.8% | $123,544-50.7% | $64,186-5.2% |
| Participation rate | 38.8% | 74.7%-35.9pp | 82.3%-43.5pp | 69.6%-30.7pp |
| Annual return | -4.27% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,607 | $5,240-69.3% | $6,426-75.0% | $3,470-53.7% |
| Admin fee / account holder | $69 | $5,519-98.7% | $9,284-99.3% | $4,888-98.6% |