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 | $37,859 | $56,357-32.8% | $104,294-63.7% | $68,494-44.7% |
| Participation rate | 37.5% | 63.3%-25.8pp | 73.3%-35.8pp | 67.9%-30.4pp |
| Annual return | -18.16% | -9.19%-9.0pp | 24.61%-42.8pp | -7.84%-10.3pp |
| Employer contribution / active EE | $313 | $1,960-84.1% | $3,372-90.7% | $2,596-88.0% |
| Participant deferral / active EE | $1,059 | $3,077-65.6% | $4,625-77.1% | $4,027-73.7% |
| Admin fee / account holder | $9 | $4,903-99.8% | $7,339-99.9% | $5,403-99.8% |