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 | $18,809 | $167,307-88.8% | $143,757-86.9% | $134,475-86.0% |
| Participation rate | 47.6% | 84.8%-37.2pp | 80.3%-32.7pp | 81.2%-33.6pp |
| Annual return | -18.71% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $697 | $5,619-87.6% | $4,951-85.9% | $4,740-85.3% |
| Participant deferral / active EE | $939 | $6,446-85.4% | $5,637-83.3% | $6,400-85.3% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |