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 | $21,818 | $40,256-45.8% | $57,343-62.0% | $59,632-63.4% |
| Participation rate | 54.2% | 69.2%-15.0pp | 75.1%-20.9pp | 68.7%-14.5pp |
| Annual return | -1.34% | 27.49%-28.8pp | 24.39%-25.7pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $146 | $1,922-92.4% | $2,689-94.6% | $2,203-93.4% |
| Participant deferral / active EE | $514 | $2,399-78.6% | $3,162-83.8% | $3,192-83.9% |
| Admin fee / account holder | $132 | $2,818-95.3% | $3,356-96.1% | $4,297-96.9% |