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 | $22,380 | $105,860-78.9% | $90,749-75.3% | $134,475-83.4% |
| Participation rate | 52.9% | 78.2%-25.3pp | 75.7%-22.8pp | 81.2%-28.3pp |
| Annual return | -13.98% | -11.01%-3.0pp | -12.16%-1.8pp | 417.96%-431.9pp |
| Employer contribution / active EE | $439 | $3,462-87.3% | $2,921-85.0% | $4,740-90.7% |
| Participant deferral / active EE | $761 | $5,216-85.4% | $4,564-83.3% | $6,400-88.1% |
| Admin fee / account holder | $122 | $13,938-99.1% | $8,445-98.6% | $11,426-98.9% |