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 | $44,213 | $167,484-73.6% | $151,611-70.8% | $134,475-67.1% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -4.02% | 7.80%-11.8pp | 3.33%-7.4pp | 417.96%-422.0pp |
| Employer contribution / active EE | $879 | $6,829-87.1% | $6,166-85.7% | $4,740-81.5% |
| Participant deferral / active EE | $2,956 | $8,986-67.1% | $8,363-64.7% | $6,400-53.8% |
| Admin fee / account holder | $220 | $13,783-98.4% | $11,616-98.1% | $11,426-98.1% |