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 | $33,468 | $87,540-61.8% | $75,781-55.8% | $125,391-73.3% |
| Participation rate | 15.8% | 80.2%-64.4pp | 75.8%-60.0pp | 83.2%-67.4pp |
| Annual return | -0.07% | 13.48%-13.6pp | 9.68%-9.7pp | 282.22%-282.3pp |
| Employer contribution / active EE | $127 | $3,930-96.8% | $3,323-96.2% | $4,866-97.4% |
| Participant deferral / active EE | $506 | $4,229-88.0% | $3,651-86.1% | $5,352-90.5% |
| Admin fee / account holder | $217 | $6,502-96.7% | $5,299-95.9% | $9,540-97.7% |