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 | $38,561 | $87,540-55.9% | $75,781-49.1% | $125,391-69.2% |
| Participation rate | 52.6% | 80.2%-27.5pp | 75.8%-23.2pp | 83.2%-30.6pp |
| Annual return | -2.35% | 13.48%-15.8pp | 9.68%-12.0pp | 282.22%-284.6pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $526 | $4,229-87.6% | $3,651-85.6% | $5,352-90.2% |
| Admin fee / account holder | $295 | $6,502-95.5% | $5,299-94.4% | $9,540-96.9% |