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 | $60,475 | $69,518-13.0% | $59,878+1.0% | $135,375-55.3% |
| Participation rate | 5.0% | 77.8%-72.8pp | 74.7%-69.7pp | 82.6%-77.6pp |
| Annual return | -4.86% | 7.94%-12.8pp | 3.46%-8.3pp | 519.73%-524.6pp |
| Employer contribution / active EE | $50 | $3,235-98.5% | $2,722-98.2% | $4,779-99.0% |
| Participant deferral / active EE | $50 | $4,206-98.8% | $3,402-98.5% | $5,609-99.1% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |