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 | $38,209 | $65,703-41.8% | $94,224-59.4% | $59,632-35.9% |
| Participation rate | 51.1% | 72.1%-21.0pp | 78.8%-27.7pp | 68.7%-17.6pp |
| Annual return | -0.81% | 5.22%-6.0pp | 10.68%-11.5pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $202 | $2,021-90.0% | $3,587-94.4% | $2,203-90.8% |
| Participant deferral / active EE | $935 | $3,143-70.3% | $4,320-78.4% | $3,192-70.7% |
| Admin fee / account holder | $297 | $4,264-93.0% | $6,269-95.3% | $4,297-93.1% |