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 | $122,725 | $64,707+89.7% | $112,228+9.4% | $68,494+79.2% |
| Participation rate | 17.1% | 67.2%-50.1pp | 75.1%-58.0pp | 67.9%-50.8pp |
| Annual return | -16.26% | -11.40%-4.9pp | 27.45%-43.7pp | -7.84%-8.4pp |
| Employer contribution / active EE | $466 | $2,746-83.0% | $3,635-87.2% | $2,596-82.1% |
| Participant deferral / active EE | $1,255 | $3,565-64.8% | $4,728-73.5% | $4,027-68.8% |
| Admin fee / account holder | $59 | $5,232-98.9% | $6,410-99.1% | $5,403-98.9% |