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 | $66,459 | $76,000-12.6% | $154,107-56.9% | $64,186+3.5% |
| Participation rate | 8.6% | 70.4%-61.8pp | 83.0%-74.5pp | 69.6%-61.0pp |
| Annual return | -7.09% | 30.32%-37.4pp | 735.12%-742.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $215 | $3,351-93.6% | $5,298-95.9% | $2,381-91.0% |
| Participant deferral / active EE | $556 | $3,175-82.5% | $5,081-89.0% | $3,470-84.0% |
| Admin fee / account holder | $40 | $5,596-99.3% | $13,411-99.7% | $4,888-99.2% |