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 | $64,537 | $59,805+7.9% | $79,550-18.9% | $68,494-5.8% |
| Participation rate | 23.3% | 61.1%-37.7pp | 69.5%-46.2pp | 67.9%-44.6pp |
| Annual return | -19.12% | -12.30%-6.8pp | 0.16%-19.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $222 | $1,505-85.2% | $2,413-90.8% | $2,596-91.4% |
| Participant deferral / active EE | $571 | $3,024-81.1% | $3,985-85.7% | $4,027-85.8% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,832-100.0% | $5,403-100.0% |