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 | $33,949 | $91,538-62.9% | $129,995-73.9% | $75,163-54.8% |
| Participation rate | 30.2% | 71.4%-41.2pp | 78.5%-48.3pp | 67.2%-37.0pp |
| Annual return | 18.57% | -631.11%+649.7pp | -137.18%+155.7pp | 160.62%-142.0pp |
| Employer contribution / active EE | $311 | $2,845-89.1% | $4,320-92.8% | $2,670-88.4% |
| Participant deferral / active EE | $582 | $4,341-86.6% | $5,820-90.0% | $4,125-85.9% |
| Admin fee / account holder | $247 | $6,790-96.4% | $10,614-97.7% | $5,651-95.6% |