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 | $19,427 | $97,044-80.0% | $83,333-76.7% | $135,375-85.6% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -8.92% | 12.31%-21.2pp | 10.63%-19.6pp | 519.73%-528.7pp |
| Employer contribution / active EE | $72 | $4,143-98.3% | $3,379-97.9% | $4,779-98.5% |
| Participant deferral / active EE | $518 | $5,964-91.3% | $5,565-90.7% | $5,609-90.8% |
| Admin fee / account holder | $7 | $8,380-99.9% | $7,510-99.9% | $10,827-99.9% |