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 | $60,173 | $95,862-37.2% | $79,550-24.4% | $134,475-55.3% |
| Participation rate | 4.8% | 75.0%-70.3pp | 69.5%-64.7pp | 81.2%-76.5pp |
| Annual return | -19.48% | -2.69%-16.8pp | 0.16%-19.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $111 | $3,128-96.4% | $2,413-95.4% | $4,740-97.6% |
| Participant deferral / active EE | $115 | $4,693-97.5% | $3,985-97.1% | $6,400-98.2% |
| Admin fee / account holder | $60 | $9,126-99.3% | $6,832-99.1% | $11,426-99.5% |