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 | $70,817 | $87,540-19.1% | $75,781-6.6% | $125,391-43.5% |
| Participation rate | 31.3% | 80.2%-48.9pp | 75.8%-44.6pp | 83.2%-51.9pp |
| Annual return | -3.17% | 13.48%-16.7pp | 9.68%-12.8pp | 282.22%-285.4pp |
| Employer contribution / active EE | $469 | $3,930-88.1% | $3,323-85.9% | $4,866-90.4% |
| Participant deferral / active EE | $571 | $4,229-86.5% | $3,651-84.4% | $5,352-89.3% |
| Admin fee / account holder | $35 | $6,502-99.5% | $5,299-99.3% | $9,540-99.6% |