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 | $70,923 | $82,664-14.2% | $125,339-43.4% | $68,494+3.5% |
| Participation rate | 30.8% | 75.0%-44.3pp | 82.4%-51.6pp | 67.9%-37.1pp |
| Annual return | -19.04% | -5.97%-13.1pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $400 | $3,381-88.2% | $4,814-91.7% | $2,596-84.6% |
| Participant deferral / active EE | $1,249 | $6,110-79.6% | $7,446-83.2% | $4,027-69.0% |
| Admin fee / account holder | $5 | $6,275-99.9% | $10,010-99.9% | $5,403-99.9% |