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 | $47,997 | $95,193-49.6% | $76,523-37.3% | $135,375-64.5% |
| Participation rate | 17.6% | 74.4%-56.7pp | 68.0%-50.4pp | 82.6%-65.0pp |
| Annual return | -4.33% | 4.85%-9.2pp | -0.27%-4.1pp | 519.73%-524.1pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $161 | $4,639-96.5% | $3,835-95.8% | $5,609-97.1% |
| Admin fee / account holder | $191 | $6,249-96.9% | $4,848-96.1% | $10,827-98.2% |