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 5-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 | $61,944 | $62,586-1.0% | $76,768-19.3% | $64,186-3.5% |
| Participation rate | 2.3% | 72.8%-70.5pp | 77.0%-74.7pp | 69.6%-67.3pp |
| Annual return | 12.62% | -1.95%+14.6pp | 2.43%+10.2pp | 7.63%+5.0pp |
| Employer contribution / active EE | $33 | $1,832-98.2% | $2,485-98.7% | $2,381-98.6% |
| Participant deferral / active EE | $132 | $3,145-95.8% | $3,852-96.6% | $3,470-96.2% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,888-100.0% |