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 | $44,253 | $95,862-53.8% | $79,550-44.4% | $134,475-67.1% |
| Participation rate | 63.6% | 75.0%-11.4pp | 69.5%-5.8pp | 81.2%-17.6pp |
| Annual return | -12.24% | -2.69%-9.6pp | 0.16%-12.4pp | 417.96%-430.2pp |
| Employer contribution / active EE | $427 | $3,128-86.4% | $2,413-82.3% | $4,740-91.0% |
| Participant deferral / active EE | $1,127 | $4,693-76.0% | $3,985-71.7% | $6,400-82.4% |
| Admin fee / account holder | $226 | $9,126-97.5% | $6,832-96.7% | $11,426-98.0% |