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 | $28,341 | $76,000-62.7% | $154,107-81.6% | $64,186-55.8% |
| Participation rate | 16.2% | 70.4%-54.2pp | 83.0%-66.8pp | 69.6%-53.4pp |
| Annual return | -6.90% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $125 | $3,351-96.3% | $5,298-97.6% | $2,381-94.8% |
| Participant deferral / active EE | $268 | $3,175-91.6% | $5,081-94.7% | $3,470-92.3% |
| Admin fee / account holder | $54 | $5,596-99.0% | $13,411-99.6% | $4,888-98.9% |