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 7-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 | $50,977 | $138,044-63.1% | $125,339-59.3% | $134,475-62.1% |
| Participation rate | 8.3% | 84.5%-76.2pp | 82.4%-74.0pp | 81.2%-72.9pp |
| Annual return | -19.21% | 750.33%-769.5pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $333 | $5,243-93.6% | $4,814-93.1% | $4,740-93.0% |
| Participant deferral / active EE | $2,237 | $7,799-71.3% | $7,446-70.0% | $6,400-65.0% |
| Admin fee / account holder | $15 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |