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 | $45,350 | $167,307-72.9% | $143,757-68.5% | $134,475-66.3% |
| Participation rate | 38.5% | 84.8%-46.3pp | 80.3%-41.8pp | 81.2%-42.8pp |
| Annual return | -18.86% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $587 | $5,619-89.6% | $4,951-88.1% | $4,740-87.6% |
| Participant deferral / active EE | $748 | $6,446-88.4% | $5,637-86.7% | $6,400-88.3% |
| Admin fee / account holder | $80 | $18,088-99.6% | $14,673-99.5% | $11,426-99.3% |