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 | $18,527 | $133,958-86.2% | $112,228-83.5% | $134,475-86.2% |
| Participation rate | 29.2% | 78.6%-49.4pp | 75.1%-45.9pp | 81.2%-52.1pp |
| Annual return | -19.46% | 47.11%-66.6pp | 27.45%-46.9pp | 417.96%-437.4pp |
| Employer contribution / active EE | $676 | $4,038-83.3% | $3,635-81.4% | $4,740-85.7% |
| Participant deferral / active EE | $1,209 | $5,291-77.1% | $4,728-74.4% | $6,400-81.1% |
| Admin fee / account holder | $12 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |