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 | $42,350 | $87,540-51.6% | $75,781-44.1% | $125,391-66.2% |
| Participation rate | 5.3% | 80.2%-74.9pp | 75.8%-70.6pp | 83.2%-77.9pp |
| Annual return | -0.16% | 13.48%-13.6pp | 9.68%-9.8pp | 282.22%-282.4pp |
| Employer contribution / active EE | $178 | $3,930-95.5% | $3,323-94.7% | $4,866-96.3% |
| Participant deferral / active EE | $947 | $4,229-77.6% | $3,651-74.1% | $5,352-82.3% |
| Admin fee / account holder | $36 | $6,502-99.4% | $5,299-99.3% | $9,540-99.6% |