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 9-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 | $24,534 | $95,862-74.4% | $79,550-69.2% | $134,475-81.8% |
| Participation rate | 6.7% | 75.0%-68.4pp | 69.5%-62.8pp | 81.2%-74.6pp |
| Annual return | -13.24% | -2.69%-10.5pp | 0.16%-13.4pp | 417.96%-431.2pp |
| Employer contribution / active EE | $138 | $3,128-95.6% | $2,413-94.3% | $4,740-97.1% |
| Participant deferral / active EE | $172 | $4,693-96.3% | $3,985-95.7% | $6,400-97.3% |
| Admin fee / account holder | $191 | $9,126-97.9% | $6,832-97.2% | $11,426-98.3% |