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 | $26,591 | $69,977-62.0% | $108,579-75.5% | $62,891-57.7% |
| Participation rate | 65.6% | 72.9%-7.3pp | 79.6%-13.9pp | 69.3%-3.7pp |
| Annual return | 10.27% | 10.73%-0.5pp | -51.70%+62.0pp | 20.14%-9.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $453 | $3,165-85.7% | $4,311-89.5% | $3,203-85.8% |
| Admin fee / account holder | $64 | $5,076-98.7% | $7,645-99.2% | $4,296-98.5% |