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 7-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 | $33,002 | $99,640-66.9% | $86,436-61.8% | $134,475-75.5% |
| Participation rate | 9.5% | 82.0%-72.5pp | 80.3%-70.8pp | 81.2%-71.7pp |
| Annual return | -19.93% | 6782.58%-6802.5pp | 4394.89%-4414.8pp | 417.96%-437.9pp |
| Employer contribution / active EE | $102 | $4,400-97.7% | $3,769-97.3% | $4,740-97.9% |
| Participant deferral / active EE | $800 | $7,246-89.0% | $6,952-88.5% | $6,400-87.5% |
| Admin fee / account holder | $15 | $8,371-99.8% | $6,731-99.8% | $11,426-99.9% |