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 | $22,187 | $57,354-61.3% | $83,848-73.5% | $64,186-65.4% |
| Participation rate | 9.1% | 68.6%-59.5pp | 76.1%-67.1pp | 69.6%-60.5pp |
| Annual return | -6.82% | 11.38%-18.2pp | 850.88%-857.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $59 | $2,545-97.7% | $3,631-98.4% | $2,381-97.5% |
| Participant deferral / active EE | $122 | $2,993-95.9% | $4,082-97.0% | $3,470-96.5% |
| Admin fee / account holder | $160 | $4,046-96.0% | $5,478-97.1% | $4,888-96.7% |