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 | $32,936 | $64,707-49.1% | $112,228-70.7% | $68,494-51.9% |
| Participation rate | 14.8% | 67.2%-52.3pp | 75.1%-60.2pp | 67.9%-53.1pp |
| Annual return | -17.63% | -11.40%-6.2pp | 27.45%-45.1pp | -7.84%-9.8pp |
| Employer contribution / active EE | $612 | $2,746-77.7% | $3,635-83.2% | $2,596-76.4% |
| Participant deferral / active EE | $1,312 | $3,565-63.2% | $4,728-72.3% | $4,027-67.4% |
| Admin fee / account holder | $187 | $5,232-96.4% | $6,410-97.1% | $5,403-96.5% |