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 | $54,054 | $97,044-44.3% | $83,333-35.1% | $135,375-60.1% |
| Participation rate | 6.7% | 80.4%-73.7pp | 77.8%-71.1pp | 82.6%-76.0pp |
| Annual return | -5.60% | 12.31%-17.9pp | 10.63%-16.2pp | 519.73%-525.3pp |
| Employer contribution / active EE | $209 | $4,143-95.0% | $3,379-93.8% | $4,779-95.6% |
| Participant deferral / active EE | $261 | $5,964-95.6% | $5,565-95.3% | $5,609-95.3% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |