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 | $78,692 | $100,754-21.9% | $86,677-9.2% | $134,475-41.5% |
| Participation rate | 30.0% | 78.9%-48.9pp | 76.6%-46.6pp | 81.2%-51.2pp |
| Annual return | -13.83% | 29.04%-42.9pp | 35.91%-49.7pp | 417.96%-431.8pp |
| Employer contribution / active EE | $682 | $3,489-80.5% | $2,836-76.0% | $4,740-85.6% |
| Participant deferral / active EE | $733 | $5,338-86.3% | $4,656-84.3% | $6,400-88.5% |
| Admin fee / account holder | $19 | $10,926-99.8% | $7,493-99.7% | $11,426-99.8% |