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 7-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 | $48,757 | $167,307-70.9% | $143,757-66.1% | $134,475-63.7% |
| Participation rate | 5.9% | 84.8%-78.9pp | 80.3%-74.4pp | 81.2%-75.3pp |
| Annual return | -19.96% | 0.46%-20.4pp | -0.04%-19.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $430 | $5,619-92.4% | $4,951-91.3% | $4,740-90.9% |
| Participant deferral / active EE | $921 | $6,446-85.7% | $5,637-83.7% | $6,400-85.6% |
| Admin fee / account holder | $299 | $18,088-98.3% | $14,673-98.0% | $11,426-97.4% |