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 | $49,304 | $100,754-51.1% | $86,677-43.1% | $134,475-63.3% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -19.51% | 29.04%-48.6pp | 35.91%-55.4pp | 417.96%-437.5pp |
| Employer contribution / active EE | $505 | $3,489-85.5% | $2,836-82.2% | $4,740-89.4% |
| Participant deferral / active EE | $1,261 | $5,338-76.4% | $4,656-72.9% | $6,400-80.3% |
| Admin fee / account holder | $45 | $10,926-99.6% | $7,493-99.4% | $11,426-99.6% |