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 | $95,237 | $67,331+41.4% | $60,874+56.4% | $134,475-29.2% |
| Participation rate | 5.6% | 76.2%-70.6pp | 73.1%-67.6pp | 81.2%-75.7pp |
| Annual return | -18.83% | 49.93%-68.8pp | 16.90%-35.7pp | 417.96%-436.8pp |
| Employer contribution / active EE | $56 | $3,096-98.2% | $2,701-97.9% | $4,740-98.8% |
| Participant deferral / active EE | $56 | $4,538-98.8% | $3,817-98.5% | $6,400-99.1% |
| Admin fee / account holder | $60 | $4,582-98.7% | $3,224-98.1% | $11,426-99.5% |