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 | $26,284 | $154,117-82.9% | $129,995-79.8% | $139,434-81.1% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.5%-35.6pp | 80.3%-37.5pp |
| Annual return | 16.43% | 32.48%-16.0pp | -137.18%+153.6pp | 372.94%-356.5pp |
| Employer contribution / active EE | $435 | $5,289-91.8% | $4,320-89.9% | $4,751-90.9% |
| Participant deferral / active EE | $514 | $6,710-92.3% | $5,820-91.2% | $6,710-92.3% |
| Admin fee / account holder | $254 | $14,007-98.2% | $10,614-97.6% | $11,403-97.8% |