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 | $26,658 | $106,543-75.0% | $91,220-70.8% | $134,475-80.2% |
| Participation rate | 55.6% | 76.8%-21.3pp | 73.2%-17.6pp | 81.2%-25.7pp |
| Annual return | -10.40% | 160.60%-171.0pp | 114.01%-124.4pp | 417.96%-428.4pp |
| Employer contribution / active EE | $181 | $3,331-94.6% | $2,850-93.7% | $4,740-96.2% |
| Participant deferral / active EE | $722 | $4,719-84.7% | $4,234-82.9% | $6,400-88.7% |
| Admin fee / account holder | $57 | $6,231-99.1% | $5,420-98.9% | $11,426-99.5% |