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 | $50,141 | $167,307-70.0% | $143,757-65.1% | $134,475-62.7% |
| Participation rate | 16.7% | 84.8%-68.1pp | 80.3%-63.6pp | 81.2%-64.6pp |
| Annual return | -13.82% | 0.46%-14.3pp | -0.04%-13.8pp | 417.96%-431.8pp |
| Employer contribution / active EE | $384 | $5,619-93.2% | $4,951-92.2% | $4,740-91.9% |
| Participant deferral / active EE | $1,070 | $6,446-83.4% | $5,637-81.0% | $6,400-83.3% |
| Admin fee / account holder | $40 | $18,088-99.8% | $14,673-99.7% | $11,426-99.6% |