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 | $23,297 | $76,000-69.3% | $154,107-84.9% | $64,186-63.7% |
| Participation rate | 31.0% | 70.4%-39.5pp | 83.0%-52.1pp | 69.6%-38.6pp |
| Annual return | -6.84% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $166 | $3,351-95.0% | $5,298-96.9% | $2,381-93.0% |
| Participant deferral / active EE | $766 | $3,175-75.9% | $5,081-84.9% | $3,470-77.9% |
| Admin fee / account holder | $249 | $5,596-95.6% | $13,411-98.1% | $4,888-94.9% |