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 | $48,085 | $97,757-50.8% | $83,848-42.7% | $135,375-64.5% |
| Participation rate | 44.4% | 80.0%-35.5pp | 76.1%-31.7pp | 82.6%-38.2pp |
| Annual return | -7.18% | 1287.37%-1294.5pp | 850.88%-858.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $190 | $4,222-95.5% | $3,631-94.8% | $4,779-96.0% |
| Participant deferral / active EE | $802 | $4,682-82.9% | $4,082-80.3% | $5,609-85.7% |
| Admin fee / account holder | $204 | $6,674-97.0% | $5,478-96.3% | $10,827-98.1% |