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 7-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 | $66,409 | $65,365+1.6% | $92,893-28.5% | $72,985-9.0% |
| Participation rate | 19.2% | 68.3%-49.1pp | 76.0%-56.8pp | 69.5%-50.3pp |
| Annual return | 0.00% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $314 | $2,594-87.9% | $3,653-91.4% | $2,440-87.1% |
| Participant deferral / active EE | $777 | $3,128-75.2% | $4,236-81.7% | $3,607-78.5% |
| Admin fee / account holder | $199 | $4,251-95.3% | $5,794-96.6% | $5,124-96.1% |