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 10-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 | $48,178 | $138,065-65.1% | $123,544-61.0% | $135,375-64.4% |
| Participation rate | 38.9% | 84.7%-45.8pp | 82.3%-43.4pp | 82.6%-43.8pp |
| Annual return | -6.85% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $83 | $5,151-98.4% | $4,628-98.2% | $4,779-98.3% |
| Participant deferral / active EE | $1,256 | $6,799-81.5% | $6,426-80.5% | $5,609-77.6% |
| Admin fee / account holder | $62 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |