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 | $30,955 | $133,958-76.9% | $112,228-72.4% | $134,475-77.0% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | -17.99% | 47.11%-65.1pp | 27.45%-45.4pp | 417.96%-436.0pp |
| Employer contribution / active EE | $642 | $4,038-84.1% | $3,635-82.3% | $4,740-86.5% |
| Participant deferral / active EE | $1,087 | $5,291-79.5% | $4,728-77.0% | $6,400-83.0% |
| Admin fee / account holder | $51 | $7,489-99.3% | $6,410-99.2% | $11,426-99.6% |