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 | $39,815 | $167,484-76.2% | $151,611-73.7% | $134,475-70.4% |
| Participation rate | 46.7% | 88.4%-41.7pp | 87.5%-40.8pp | 81.2%-34.6pp |
| Annual return | -18.54% | 7.80%-26.3pp | 3.33%-21.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $302 | $6,829-95.6% | $6,166-95.1% | $4,740-93.6% |
| Participant deferral / active EE | $1,206 | $8,986-86.6% | $8,363-85.6% | $6,400-81.1% |
| Admin fee / account holder | $150 | $13,783-98.9% | $11,616-98.7% | $11,426-98.7% |