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 | $19,771 | $92,703-78.7% | $82,719-76.1% | $134,475-85.3% |
| Participation rate | 30.4% | 75.2%-44.8pp | 72.6%-42.1pp | 81.2%-50.8pp |
| Annual return | -19.40% | 944.92%-964.3pp | 701.18%-720.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $777 | $4,802-83.8% | $4,395-82.3% | $6,400-87.9% |
| Admin fee / account holder | $250 | $5,983-95.8% | $5,329-95.3% | $11,426-97.8% |