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 | $74,724 | $53,162+40.6% | $91,220-18.1% | $68,494+9.1% |
| Participation rate | 15.4% | 63.2%-47.8pp | 73.2%-57.8pp | 67.9%-52.5pp |
| Annual return | -14.40% | -3.14%-11.3pp | 114.01%-128.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $166 | $2,974-94.4% | $4,234-96.1% | $4,027-95.9% |
| Admin fee / account holder | $241 | $4,493-94.6% | $5,420-95.6% | $5,403-95.5% |