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 | $64,984 | $76,000-14.5% | $154,107-57.8% | $64,186+1.2% |
| Participation rate | 29.0% | 70.4%-41.4pp | 83.0%-54.0pp | 69.6%-40.5pp |
| Annual return | -2.84% | 30.32%-33.2pp | 735.12%-738.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $863 | $3,175-72.8% | $5,081-83.0% | $3,470-75.1% |
| Admin fee / account holder | $157 | $5,596-97.2% | $13,411-98.8% | $4,888-96.8% |