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 | $44,388 | $167,307-73.5% | $143,757-69.1% | $134,475-67.0% |
| Participation rate | 27.3% | 84.8%-57.5pp | 80.3%-53.0pp | 81.2%-53.9pp |
| Annual return | -7.83% | 0.46%-8.3pp | -0.04%-7.8pp | 417.96%-425.8pp |
| Employer contribution / active EE | $273 | $5,619-95.1% | $4,951-94.5% | $4,740-94.2% |
| Participant deferral / active EE | $273 | $6,446-95.8% | $5,637-95.2% | $6,400-95.7% |
| Admin fee / account holder | $54 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |