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 | $23,659 | $95,971-75.3% | $74,550-68.3% | $135,375-82.5% |
| Participation rate | 42.9% | 75.7%-32.8pp | 69.1%-26.3pp | 82.6%-39.8pp |
| Annual return | -6.19% | 56.96%-63.2pp | 32.53%-38.7pp | 519.73%-525.9pp |
| Employer contribution / active EE | $71 | $2,716-97.4% | $1,961-96.4% | $4,779-98.5% |
| Participant deferral / active EE | $71 | $3,843-98.1% | $3,108-97.7% | $5,609-98.7% |
| Admin fee / account holder | $92 | $6,522-98.6% | $5,060-98.2% | $10,827-99.2% |