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 | $41,428 | $168,632-75.4% | $147,614-71.9% | $125,391-67.0% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -0.02% | 77.65%-77.7pp | 61.98%-62.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,053 | $6,252-83.2% | $5,564-81.1% | $4,866-78.4% |
| Participant deferral / active EE | $1,511 | $5,507-72.6% | $4,895-69.1% | $5,352-71.8% |
| Admin fee / account holder | $23 | $13,580-99.8% | $11,611-99.8% | $9,540-99.8% |