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 | $34,326 | $167,484-79.5% | $151,611-77.4% | $134,475-74.5% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -15.02% | 7.80%-22.8pp | 3.33%-18.4pp | 417.96%-433.0pp |
| Employer contribution / active EE | $734 | $6,829-89.2% | $6,166-88.1% | $4,740-84.5% |
| Participant deferral / active EE | $1,263 | $8,986-85.9% | $8,363-84.9% | $6,400-80.3% |
| Admin fee / account holder | $214 | $13,783-98.4% | $11,616-98.2% | $11,426-98.1% |