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 | $18,141 | $133,958-86.5% | $112,228-83.8% | $134,475-86.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -19.69% | 47.11%-66.8pp | 27.45%-47.1pp | 417.96%-437.7pp |
| Employer contribution / active EE | $599 | $4,038-85.2% | $3,635-83.5% | $4,740-87.4% |
| Participant deferral / active EE | $1,319 | $5,291-75.1% | $4,728-72.1% | $6,400-79.4% |
| Admin fee / account holder | $52 | $7,489-99.3% | $6,410-99.2% | $11,426-99.5% |