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 | $32,829 | $56,484-41.9% | $169,463-80.6% | $64,186-48.9% |
| Participation rate | 30.4% | 64.5%-34.1pp | 77.8%-47.3pp | 69.6%-39.1pp |
| Annual return | -6.18% | -1.55%-4.6pp | 1.83%-8.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $261 | $1,832-85.8% | $4,159-93.7% | $2,381-89.0% |
| Participant deferral / active EE | $803 | $3,448-76.7% | $5,277-84.8% | $3,470-76.9% |
| Admin fee / account holder | $258 | $4,174-93.8% | $9,109-97.2% | $4,888-94.7% |