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 | $40,672 | $138,065-70.5% | $123,544-67.1% | $135,375-70.0% |
| Participation rate | 20.0% | 84.7%-64.7pp | 82.3%-62.3pp | 82.6%-62.6pp |
| Annual return | -5.34% | 153.68%-159.0pp | 119.20%-124.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $387 | $5,151-92.5% | $4,628-91.6% | $4,779-91.9% |
| Participant deferral / active EE | $414 | $6,799-93.9% | $6,426-93.6% | $5,609-92.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |