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 | $19,598 | $190,805-89.7% | $159,960-87.7% | $134,475-85.4% |
| Participation rate | 22.2% | 81.9%-59.7pp | 78.0%-55.7pp | 81.2%-59.0pp |
| Annual return | -19.75% | 552.23%-572.0pp | 408.60%-428.4pp | 417.96%-437.7pp |
| Employer contribution / active EE | $545 | $4,995-89.1% | $4,226-87.1% | $4,740-88.5% |
| Participant deferral / active EE | $652 | $6,923-90.6% | $6,182-89.5% | $6,400-89.8% |
| Admin fee / account holder | $194 | $10,471-98.1% | $8,698-97.8% | $11,426-98.3% |