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 | $21,219 | $99,032-78.6% | $80,019-73.5% | $135,375-84.3% |
| Participation rate | 29.4% | 78.4%-48.9pp | 75.8%-46.4pp | 82.6%-53.2pp |
| Annual return | -7.64% | 15.39%-23.0pp | 11.22%-18.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $735 | $4,282-82.8% | $3,686-80.0% | $5,609-86.9% |
| Admin fee / account holder | $14 | $10,436-99.9% | $6,521-99.8% | $10,827-99.9% |