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 5-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 | $18,132 | $152,509-88.1% | $117,472-84.6% | $134,475-86.5% |
| Participation rate | 16.7% | 77.1%-60.4pp | 70.6%-53.9pp | 81.2%-64.6pp |
| Annual return | -17.12% | 52.99%-70.1pp | 29.74%-46.9pp | 417.96%-435.1pp |
| Employer contribution / active EE | $133 | $5,571-97.6% | $4,176-96.8% | $4,740-97.2% |
| Participant deferral / active EE | $19 | $4,818-99.6% | $4,070-99.5% | $6,400-99.7% |
| Admin fee / account holder | $147 | $7,004-97.9% | $5,645-97.4% | $11,426-98.7% |