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 | $16,914 | $97,044-82.6% | $83,333-79.7% | $135,375-87.5% |
| Participation rate | 9.1% | 80.4%-71.3pp | 77.8%-68.7pp | 82.6%-73.5pp |
| Annual return | -6.91% | 12.31%-19.2pp | 10.63%-17.5pp | 519.73%-526.6pp |
| Employer contribution / active EE | $239 | $4,143-94.2% | $3,379-92.9% | $4,779-95.0% |
| Participant deferral / active EE | $1,178 | $5,964-80.3% | $5,565-78.8% | $5,609-79.0% |
| Admin fee / account holder | $262 | $8,380-96.9% | $7,510-96.5% | $10,827-97.6% |