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 | $40,109 | $92,222-56.5% | $76,768-47.8% | $135,375-70.4% |
| Participation rate | 20.0% | 79.8%-59.8pp | 77.0%-57.0pp | 82.6%-62.6pp |
| Annual return | -3.72% | 5.46%-9.2pp | 2.43%-6.2pp | 519.73%-523.5pp |
| Employer contribution / active EE | $62 | $3,216-98.1% | $2,485-97.5% | $4,779-98.7% |
| Participant deferral / active EE | $247 | $4,509-94.5% | $3,852-93.6% | $5,609-95.6% |
| Admin fee / account holder | $15 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |