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 9-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 | $49,230 | $97,757-49.6% | $83,848-41.3% | $135,375-63.6% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -3.38% | 1287.37%-1290.8pp | 850.88%-854.3pp | 519.73%-523.1pp |
| Employer contribution / active EE | $362 | $4,222-91.4% | $3,631-90.0% | $4,779-92.4% |
| Participant deferral / active EE | $362 | $4,682-92.3% | $4,082-91.1% | $5,609-93.5% |
| Admin fee / account holder | $140 | $6,674-97.9% | $5,478-97.5% | $10,827-98.7% |