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 | $49,879 | $77,813-35.9% | $123,544-59.6% | $64,186-22.3% |
| Participation rate | 8.0% | 74.7%-66.7pp | 82.3%-74.3pp | 69.6%-61.6pp |
| Annual return | -3.69% | 12.48%-16.2pp | 119.20%-122.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $250 | $3,014-91.7% | $4,628-94.6% | $2,381-89.5% |
| Participant deferral / active EE | $580 | $5,240-88.9% | $6,426-91.0% | $3,470-83.3% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |