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 | $68,119 | $95,862-28.9% | $79,550-14.4% | $134,475-49.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -13.58% | -2.69%-10.9pp | 0.16%-13.7pp | 417.96%-431.5pp |
| Employer contribution / active EE | $486 | $3,128-84.5% | $2,413-79.9% | $4,740-89.8% |
| Participant deferral / active EE | $608 | $4,693-87.0% | $3,985-84.7% | $6,400-90.5% |
| Admin fee / account holder | $213 | $9,126-97.7% | $6,832-96.9% | $11,426-98.1% |