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 | $35,904 | $64,707-44.5% | $112,228-68.0% | $68,494-47.6% |
| Participation rate | 22.1% | 67.2%-45.1pp | 75.1%-53.0pp | 67.9%-45.8pp |
| Annual return | -14.15% | -11.40%-2.7pp | 27.45%-41.6pp | -7.84%-6.3pp |
| Employer contribution / active EE | $497 | $2,746-81.9% | $3,635-86.3% | $2,596-80.8% |
| Participant deferral / active EE | $1,437 | $3,565-59.7% | $4,728-69.6% | $4,027-64.3% |
| Admin fee / account holder | $2 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |