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 | $96,076 | $81,900+17.3% | $119,609-19.7% | $68,494+40.3% |
| Participation rate | 21.3% | 71.9%-50.6pp | 79.3%-58.0pp | 67.9%-46.6pp |
| Annual return | -2.86% | -23.82%+21.0pp | -14.97%+12.1pp | -7.84%+5.0pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $173 | $4,148-95.8% | $5,602-96.9% | $4,027-95.7% |
| Admin fee / account holder | $193 | $6,582-97.1% | $10,323-98.1% | $5,403-96.4% |