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 | $122,844 | $175,600-30.0% | $129,110-4.9% | $134,475-8.6% |
| Participation rate | 69.2% | 81.6%-12.3pp | 77.3%-8.0pp | 81.2%-12.0pp |
| Annual return | -19.14% | -11.39%-7.8pp | -10.94%-8.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $207 | $6,355-96.7% | $5,052-95.9% | $4,740-95.6% |
| Participant deferral / active EE | $1,424 | $7,975-82.1% | $6,542-78.2% | $6,400-77.7% |
| Admin fee / account holder | $0 | $23,567-100.0% | $14,302-100.0% | $11,426-100.0% |