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 | $43,028 | $93,024-53.7% | $77,024-44.1% | $134,475-68.0% |
| Participation rate | 40.0% | 74.5%-34.5pp | 67.9%-27.9pp | 81.2%-41.2pp |
| Annual return | -15.31% | 62.60%-77.9pp | 42.32%-57.6pp | 417.96%-433.3pp |
| Employer contribution / active EE | $241 | $3,418-93.0% | $2,812-91.4% | $4,740-94.9% |
| Participant deferral / active EE | $264 | $5,238-95.0% | $4,426-94.0% | $6,400-95.9% |
| Admin fee / account holder | $233 | $6,944-96.7% | $5,425-95.7% | $11,426-98.0% |