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 | $41,083 | $57,354-28.4% | $83,848-51.0% | $64,186-36.0% |
| Participation rate | 17.0% | 68.6%-51.6pp | 76.1%-59.2pp | 69.6%-52.6pp |
| Annual return | -2.40% | 11.38%-13.8pp | 850.88%-853.3pp | 7.63%-10.0pp |
| Employer contribution / active EE | $221 | $2,545-91.3% | $3,631-93.9% | $2,381-90.7% |
| Participant deferral / active EE | $34 | $2,993-98.9% | $4,082-99.2% | $3,470-99.0% |
| Admin fee / account holder | $22 | $4,046-99.5% | $5,478-99.6% | $4,888-99.6% |