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 | $42,631 | $167,484-74.5% | $151,611-71.9% | $134,475-68.3% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.5%-30.4pp | 81.2%-24.1pp |
| Annual return | -12.10% | 7.80%-19.9pp | 3.33%-15.4pp | 417.96%-430.1pp |
| Employer contribution / active EE | $908 | $6,829-86.7% | $6,166-85.3% | $4,740-80.8% |
| Participant deferral / active EE | $2,147 | $8,986-76.1% | $8,363-74.3% | $6,400-66.5% |
| Admin fee / account holder | $50 | $13,783-99.6% | $11,616-99.6% | $11,426-99.6% |