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 | $29,264 | $71,883-59.3% | $86,677-66.2% | $68,494-57.3% |
| Participation rate | 30.3% | 72.2%-41.9pp | 76.6%-46.3pp | 67.9%-37.6pp |
| Annual return | -16.49% | 3.52%-20.0pp | 35.91%-52.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $311 | $2,173-85.7% | $2,836-89.0% | $2,596-88.0% |
| Participant deferral / active EE | $412 | $3,779-89.1% | $4,656-91.2% | $4,027-89.8% |
| Admin fee / account holder | $103 | $6,112-98.3% | $7,493-98.6% | $5,403-98.1% |