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 | $18,365 | $95,862-80.8% | $79,550-76.9% | $134,475-86.3% |
| Participation rate | 17.6% | 75.0%-57.4pp | 69.5%-51.8pp | 81.2%-63.6pp |
| Annual return | -19.54% | -2.69%-16.9pp | 0.16%-19.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $329 | $4,693-93.0% | $3,985-91.8% | $6,400-94.9% |
| Admin fee / account holder | $190 | $9,126-97.9% | $6,832-97.2% | $11,426-98.3% |