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 | $24,063 | $82,664-70.9% | $125,339-80.8% | $68,494-64.9% |
| Participation rate | 37.5% | 75.0%-37.5pp | 82.4%-44.9pp | 67.9%-30.4pp |
| Annual return | -17.40% | -5.97%-11.4pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $356 | $3,381-89.5% | $4,814-92.6% | $2,596-86.3% |
| Participant deferral / active EE | $1,334 | $6,110-78.2% | $7,446-82.1% | $4,027-66.9% |
| Admin fee / account holder | $283 | $6,275-95.5% | $10,010-97.2% | $5,403-94.8% |