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 | $36,947 | $72,177-48.8% | $115,037-67.9% | $59,632-38.0% |
| Participation rate | 56.3% | 72.6%-16.2pp | 81.4%-25.0pp | 68.7%-12.3pp |
| Annual return | -0.69% | 12.02%-12.7pp | 26.14%-26.8pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $91 | $2,841-96.8% | $4,608-98.0% | $2,203-95.9% |
| Participant deferral / active EE | $1,360 | $4,783-71.6% | $6,026-77.4% | $3,192-57.4% |
| Admin fee / account holder | $62 | $4,927-98.7% | $8,175-99.2% | $4,297-98.6% |