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 | $140,547 | $138,065+1.8% | $123,544+13.8% | $135,375+3.8% |
| Participation rate | 17.6% | 84.7%-67.1pp | 82.3%-64.6pp | 82.6%-65.0pp |
| Annual return | -5.33% | 153.68%-159.0pp | 119.20%-124.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $130 | $5,151-97.5% | $4,628-97.2% | $4,779-97.3% |
| Participant deferral / active EE | $932 | $6,799-86.3% | $6,426-85.5% | $5,609-83.4% |
| Admin fee / account holder | $68 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |