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 | $23,484 | $57,354-59.1% | $83,848-72.0% | $64,186-63.4% |
| Participation rate | 34.7% | 68.6%-33.9pp | 76.1%-41.5pp | 69.6%-34.9pp |
| Annual return | -8.39% | 11.38%-19.8pp | 850.88%-859.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $120 | $2,545-95.3% | $3,631-96.7% | $2,381-94.9% |
| Participant deferral / active EE | $885 | $2,993-70.4% | $4,082-78.3% | $3,470-74.5% |
| Admin fee / account holder | $20 | $4,046-99.5% | $5,478-99.6% | $4,888-99.6% |