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 | $23,094 | $138,065-83.3% | $123,544-81.3% | $135,375-82.9% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | -0.02% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.8pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,343 | $6,799-80.3% | $6,426-79.1% | $5,609-76.1% |
| Admin fee / account holder | $118 | $10,916-98.9% | $9,284-98.7% | $10,827-98.9% |