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 | $66,427 | $57,354+15.8% | $83,848-20.8% | $64,186+3.5% |
| Participation rate | 24.0% | 68.6%-44.6pp | 76.1%-52.1pp | 69.6%-45.6pp |
| Annual return | -8.22% | 11.38%-19.6pp | 850.88%-859.1pp | 7.63%-15.9pp |
| Employer contribution / active EE | $136 | $2,545-94.7% | $3,631-96.3% | $2,381-94.3% |
| Participant deferral / active EE | $567 | $2,993-81.0% | $4,082-86.1% | $3,470-83.6% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |