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 | $33,917 | $81,900-58.6% | $119,609-71.6% | $68,494-50.5% |
| Participation rate | 55.8% | 71.9%-16.1pp | 79.3%-23.4pp | 67.9%-12.1pp |
| Annual return | -15.44% | -23.82%+8.4pp | -14.97%-0.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $287 | $2,693-89.3% | $4,232-93.2% | $2,596-89.0% |
| Participant deferral / active EE | $752 | $4,148-81.9% | $5,602-86.6% | $4,027-81.3% |
| Admin fee / account holder | $226 | $6,582-96.6% | $10,323-97.8% | $5,403-95.8% |