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 6-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 | $33,303 | $138,044-75.9% | $125,339-73.4% | $134,475-75.2% |
| Participation rate | 9.5% | 84.5%-75.0pp | 82.4%-72.8pp | 81.2%-71.7pp |
| Annual return | -18.96% | 750.33%-769.3pp | 572.05%-591.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $336 | $5,243-93.6% | $4,814-93.0% | $4,740-92.9% |
| Participant deferral / active EE | $1,199 | $7,799-84.6% | $7,446-83.9% | $6,400-81.3% |
| Admin fee / account holder | $69 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |