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 | $36,895 | $72,404-49.0% | $110,238-66.5% | $64,186-42.5% |
| Participation rate | 39.2% | 73.3%-34.1pp | 79.8%-40.6pp | 69.6%-30.4pp |
| Annual return | -6.56% | -6.29%-0.3pp | 314.74%-321.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $247 | $2,282-89.2% | $3,826-93.5% | $2,381-89.6% |
| Participant deferral / active EE | $1,312 | $3,469-62.2% | $4,672-71.9% | $3,470-62.2% |
| Admin fee / account holder | $27 | $5,664-99.5% | $8,547-99.7% | $4,888-99.4% |