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 | $55,107 | $81,900-32.7% | $119,609-53.9% | $68,494-19.5% |
| Participation rate | 5.9% | 71.9%-66.0pp | 79.3%-73.4pp | 67.9%-62.0pp |
| Annual return | 1.84% | -23.82%+25.7pp | -14.97%+16.8pp | -7.84%+9.7pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $220 | $4,148-94.7% | $5,602-96.1% | $4,027-94.5% |
| Admin fee / account holder | $81 | $6,582-98.8% | $10,323-99.2% | $5,403-98.5% |