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 | $33,150 | $71,883-53.9% | $86,677-61.8% | $68,494-51.6% |
| Participation rate | 39.1% | 72.2%-33.1pp | 76.6%-37.4pp | 67.9%-28.8pp |
| Annual return | -14.96% | 3.52%-18.5pp | 35.91%-50.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $336 | $2,173-84.5% | $2,836-88.1% | $2,596-87.0% |
| Participant deferral / active EE | $693 | $3,779-81.7% | $4,656-85.1% | $4,027-82.8% |
| Admin fee / account holder | $183 | $6,112-97.0% | $7,493-97.6% | $5,403-96.6% |