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 | $30,982 | $138,044-77.6% | $125,339-75.3% | $134,475-77.0% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -15.89% | 750.33%-766.2pp | 572.05%-587.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $839 | $5,243-84.0% | $4,814-82.6% | $4,740-82.3% |
| Participant deferral / active EE | $1,858 | $7,799-76.2% | $7,446-75.1% | $6,400-71.0% |
| Admin fee / account holder | $119 | $11,571-99.0% | $10,010-98.8% | $11,426-99.0% |