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 | $56,187 | $73,867-23.9% | $143,757-60.9% | $68,494-18.0% |
| Participation rate | 3.1% | 66.7%-63.5pp | 80.3%-77.2pp | 67.9%-64.8pp |
| Annual return | -13.93% | 1.01%-14.9pp | -0.04%-13.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $42 | $3,184-98.7% | $4,951-99.1% | $2,596-98.4% |
| Participant deferral / active EE | $212 | $3,384-93.7% | $5,637-96.2% | $4,027-94.7% |
| Admin fee / account holder | $20 | $5,755-99.7% | $14,673-99.9% | $5,403-99.6% |