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 | $17,619 | $93,024-81.1% | $77,024-77.1% | $134,475-86.9% |
| Participation rate | 27.8% | 74.5%-46.7pp | 67.9%-40.1pp | 81.2%-53.4pp |
| Annual return | -18.56% | 62.60%-81.2pp | 42.32%-60.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $68 | $3,418-98.0% | $2,812-97.6% | $4,740-98.6% |
| Participant deferral / active EE | $303 | $5,238-94.2% | $4,426-93.2% | $6,400-95.3% |
| Admin fee / account holder | $22 | $6,944-99.7% | $5,425-99.6% | $11,426-99.8% |