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 | $136,227 | $167,307-18.6% | $143,757-5.2% | $134,475+1.3% |
| Participation rate | 14.3% | 84.8%-70.5pp | 80.3%-66.0pp | 81.2%-66.9pp |
| Annual return | -3.13% | 0.46%-3.6pp | -0.04%-3.1pp | 417.96%-421.1pp |
| Employer contribution / active EE | $334 | $5,619-94.1% | $4,951-93.2% | $4,740-92.9% |
| Participant deferral / active EE | $418 | $6,446-93.5% | $5,637-92.6% | $6,400-93.5% |
| Admin fee / account holder | $60 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |