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 | $104,702 | $113,935-8.1% | $94,224+11.1% | $125,391-16.5% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | 0.14% | 5.29%-5.1pp | 10.68%-10.5pp | 282.22%-282.1pp |
| Employer contribution / active EE | $128 | $4,727-97.3% | $3,587-96.4% | $4,866-97.4% |
| Participant deferral / active EE | $200 | $5,179-96.1% | $4,320-95.4% | $5,352-96.3% |
| Admin fee / account holder | -$153 | $8,391-101.8% | $6,269-102.4% | $9,540-101.6% |