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 | $28,291 | $138,065-79.5% | $123,544-77.1% | $135,375-79.1% |
| Participation rate | 43.8% | 84.7%-41.0pp | 82.3%-38.5pp | 82.6%-38.9pp |
| Annual return | -5.15% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $672 | $5,151-87.0% | $4,628-85.5% | $4,779-85.9% |
| Participant deferral / active EE | $1,509 | $6,799-77.8% | $6,426-76.5% | $5,609-73.1% |
| Admin fee / account holder | $8 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |