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 | $32,230 | $57,354-43.8% | $83,848-61.6% | $64,186-49.8% |
| Participation rate | 12.8% | 68.6%-55.8pp | 76.1%-63.3pp | 69.6%-56.7pp |
| Annual return | -6.46% | 11.38%-17.8pp | 850.88%-857.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $422 | $2,993-85.9% | $4,082-89.7% | $3,470-87.8% |
| Admin fee / account holder | $290 | $4,046-92.8% | $5,478-94.7% | $4,888-94.1% |