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 | $34,617 | $140,588-75.4% | $123,104-71.9% | $125,391-72.4% |
| Participation rate | 60.0% | 88.2%-28.2pp | 86.8%-26.8pp | 83.2%-23.2pp |
| Annual return | -2.06% | 16.80%-18.9pp | 13.22%-15.3pp | 282.22%-284.3pp |
| Employer contribution / active EE | $180 | $6,041-97.0% | $5,151-96.5% | $4,866-96.3% |
| Participant deferral / active EE | $270 | $6,980-96.1% | $6,230-95.7% | $5,352-95.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |