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 | $34,845 | $142,344-75.5% | $119,609-70.9% | $134,475-74.1% |
| Participation rate | 29.4% | 82.8%-53.4pp | 79.3%-49.8pp | 81.2%-51.8pp |
| Annual return | -17.78% | -12.44%-5.3pp | -14.97%-2.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $334 | $5,222-93.6% | $4,232-92.1% | $4,740-92.9% |
| Participant deferral / active EE | $1,007 | $6,469-84.4% | $5,602-82.0% | $6,400-84.3% |
| Admin fee / account holder | $234 | $13,584-98.3% | $10,323-97.7% | $11,426-98.0% |