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 | $75,819 | $99,032-23.4% | $80,019-5.2% | $135,375-44.0% |
| Participation rate | 31.8% | 78.4%-46.5pp | 75.8%-44.0pp | 82.6%-50.8pp |
| Annual return | -4.98% | 15.39%-20.4pp | 11.22%-16.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $153 | $3,043-95.0% | $2,468-93.8% | $4,779-96.8% |
| Participant deferral / active EE | $1,156 | $4,282-73.0% | $3,686-68.6% | $5,609-79.4% |
| Admin fee / account holder | $30 | $10,436-99.7% | $6,521-99.5% | $10,827-99.7% |