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 5-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 | $59,975 | $138,044-56.6% | $125,339-52.1% | $134,475-55.4% |
| Participation rate | 37.5% | 84.5%-47.0pp | 82.4%-44.9pp | 81.2%-43.7pp |
| Annual return | -16.53% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $579 | $5,243-89.0% | $4,814-88.0% | $4,740-87.8% |
| Participant deferral / active EE | $809 | $7,799-89.6% | $7,446-89.1% | $6,400-87.4% |
| Admin fee / account holder | $26 | $11,571-99.8% | $10,010-99.7% | $11,426-99.8% |