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 | $33,837 | $167,307-79.8% | $143,757-76.5% | $134,475-74.8% |
| Participation rate | 13.6% | 84.8%-71.2pp | 80.3%-66.7pp | 81.2%-67.6pp |
| Annual return | -17.58% | 0.46%-18.0pp | -0.04%-17.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $250 | $5,619-95.6% | $4,951-95.0% | $4,740-94.7% |
| Participant deferral / active EE | $815 | $6,446-87.4% | $5,637-85.5% | $6,400-87.3% |
| Admin fee / account holder | $30 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |