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 | $21,421 | $76,000-71.8% | $154,107-86.1% | $64,186-66.6% |
| Participation rate | 11.1% | 70.4%-59.3pp | 83.0%-71.9pp | 69.6%-58.5pp |
| Annual return | -3.27% | 30.32%-33.6pp | 735.12%-738.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $105 | $3,351-96.9% | $5,298-98.0% | $2,381-95.6% |
| Participant deferral / active EE | $190 | $3,175-94.0% | $5,081-96.3% | $3,470-94.5% |
| Admin fee / account holder | $200 | $5,596-96.4% | $13,411-98.5% | $4,888-95.9% |