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 | $49,318 | $138,065-64.3% | $123,544-60.1% | $135,375-63.6% |
| Participation rate | 36.4% | 84.7%-48.4pp | 82.3%-45.9pp | 82.6%-46.3pp |
| Annual return | -3.42% | 153.68%-157.1pp | 119.20%-122.6pp | 519.73%-523.1pp |
| Employer contribution / active EE | $12 | $5,151-99.8% | $4,628-99.7% | $4,779-99.8% |
| Participant deferral / active EE | $20 | $6,799-99.7% | $6,426-99.7% | $5,609-99.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |