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 | $19,645 | $167,307-88.3% | $143,757-86.3% | $134,475-85.4% |
| Participation rate | 38.5% | 84.8%-46.3pp | 80.3%-41.8pp | 81.2%-42.8pp |
| Annual return | -18.41% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $880 | $5,619-84.3% | $4,951-82.2% | $4,740-81.4% |
| Participant deferral / active EE | $1,255 | $6,446-80.5% | $5,637-77.7% | $6,400-80.4% |
| Admin fee / account holder | $158 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |