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 | $27,699 | $100,754-72.5% | $86,677-68.0% | $134,475-79.4% |
| Participation rate | 36.4% | 78.9%-42.6pp | 76.6%-40.2pp | 81.2%-44.9pp |
| Annual return | -15.50% | 29.04%-44.5pp | 35.91%-51.4pp | 417.96%-433.5pp |
| Employer contribution / active EE | $225 | $3,489-93.6% | $2,836-92.1% | $4,740-95.3% |
| Participant deferral / active EE | $1,069 | $5,338-80.0% | $4,656-77.0% | $6,400-83.3% |
| Admin fee / account holder | $10 | $10,926-99.9% | $7,493-99.9% | $11,426-99.9% |