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 | $127,916 | $180,449-29.1% | $154,107-17.0% | $135,375-5.5% |
| Participation rate | 30.8% | 87.4%-56.7pp | 83.0%-52.3pp | 82.6%-51.9pp |
| Annual return | -8.77% | 888.09%-896.9pp | 735.12%-743.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $387 | $6,035-93.6% | $5,298-92.7% | $4,779-91.9% |
| Participant deferral / active EE | $1,289 | $5,806-77.8% | $5,081-74.6% | $5,609-77.0% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |