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 | $81,465 | $138,065-41.0% | $123,544-34.1% | $135,375-39.8% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -3.46% | 153.68%-157.1pp | 119.20%-122.7pp | 519.73%-523.2pp |
| Employer contribution / active EE | $809 | $5,151-84.3% | $4,628-82.5% | $4,779-83.1% |
| Participant deferral / active EE | $1,197 | $6,799-82.4% | $6,426-81.4% | $5,609-78.7% |
| Admin fee / account holder | $17 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |