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 | $17,526 | $57,354-69.4% | $83,848-79.1% | $64,186-72.7% |
| Participation rate | 21.3% | 68.6%-47.3pp | 76.1%-54.9pp | 69.6%-48.3pp |
| Annual return | -6.56% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $288 | $2,545-88.7% | $3,631-92.1% | $2,381-87.9% |
| Participant deferral / active EE | $337 | $2,993-88.7% | $4,082-91.7% | $3,470-90.3% |
| Admin fee / account holder | $144 | $4,046-96.4% | $5,478-97.4% | $4,888-97.0% |