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 9-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 | $13,214 | $93,024-85.8% | $77,024-82.8% | $134,475-90.2% |
| Participation rate | 12.5% | 74.5%-62.0pp | 67.9%-55.4pp | 81.2%-68.7pp |
| Annual return | -14.53% | 62.60%-77.1pp | 42.32%-56.8pp | 417.96%-432.5pp |
| Employer contribution / active EE | $202 | $3,418-94.1% | $2,812-92.8% | $4,740-95.7% |
| Participant deferral / active EE | $202 | $5,238-96.1% | $4,426-95.4% | $6,400-96.8% |
| Admin fee / account holder | $58 | $6,944-99.2% | $5,425-98.9% | $11,426-99.5% |