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 | $31,676 | $135,635-76.6% | $110,238-71.3% | $135,375-76.6% |
| Participation rate | 27.3% | 83.5%-56.2pp | 79.8%-52.5pp | 82.6%-55.4pp |
| Annual return | -5.17% | 513.19%-518.4pp | 314.74%-319.9pp | 519.73%-524.9pp |
| Employer contribution / active EE | $822 | $4,906-83.2% | $3,826-78.5% | $4,779-82.8% |
| Participant deferral / active EE | $1,189 | $5,506-78.4% | $4,672-74.5% | $5,609-78.8% |
| Admin fee / account holder | $56 | $11,457-99.5% | $8,547-99.3% | $10,827-99.5% |