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 | $42,891 | $107,791-60.2% | $90,645-52.7% | $135,375-68.3% |
| Participation rate | 37.5% | 78.0%-40.5pp | 74.0%-36.5pp | 82.6%-45.1pp |
| Annual return | -5.66% | -0.90%-4.8pp | 1.88%-7.5pp | 519.73%-525.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $136 | $3,872-96.5% | $3,425-96.0% | $5,609-97.6% |
| Admin fee / account holder | $12 | $5,930-99.8% | $4,994-99.8% | $10,827-99.9% |