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 | $29,297 | $138,065-78.8% | $123,544-76.3% | $135,375-78.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -7.14% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $808 | $5,151-84.3% | $4,628-82.5% | $4,779-83.1% |
| Participant deferral / active EE | $1,590 | $6,799-76.6% | $6,426-75.3% | $5,609-71.7% |
| Admin fee / account holder | $258 | $10,916-97.6% | $9,284-97.2% | $10,827-97.6% |