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 | $59,676 | $92,222-35.3% | $76,768-22.3% | $135,375-55.9% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -0.66% | 5.46%-6.1pp | 2.43%-3.1pp | 519.73%-520.4pp |
| Employer contribution / active EE | $338 | $3,216-89.5% | $2,485-86.4% | $4,779-92.9% |
| Participant deferral / active EE | $676 | $4,509-85.0% | $3,852-82.4% | $5,609-87.9% |
| Admin fee / account holder | $286 | $10,748-97.3% | $6,675-95.7% | $10,827-97.4% |