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 | $20,001 | $142,344-85.9% | $119,609-83.3% | $134,475-85.1% |
| Participation rate | 27.3% | 82.8%-55.5pp | 79.3%-52.0pp | 81.2%-53.9pp |
| Annual return | -15.80% | -12.44%-3.4pp | -14.97%-0.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $437 | $5,222-91.6% | $4,232-89.7% | $4,740-90.8% |
| Participant deferral / active EE | $678 | $6,469-89.5% | $5,602-87.9% | $6,400-89.4% |
| Admin fee / account holder | $234 | $13,584-98.3% | $10,323-97.7% | $11,426-97.9% |