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 7-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 | $33,210 | $133,958-75.2% | $112,228-70.4% | $134,475-75.3% |
| Participation rate | 14.3% | 78.6%-64.3pp | 75.1%-60.8pp | 81.2%-66.9pp |
| Annual return | -17.11% | 47.11%-64.2pp | 27.45%-44.6pp | 417.96%-435.1pp |
| Employer contribution / active EE | $384 | $4,038-90.5% | $3,635-89.4% | $4,740-91.9% |
| Participant deferral / active EE | $480 | $5,291-90.9% | $4,728-89.8% | $6,400-92.5% |
| Admin fee / account holder | $173 | $7,489-97.7% | $6,410-97.3% | $11,426-98.5% |