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 | $90,192 | $138,044-34.7% | $125,339-28.0% | $134,475-32.9% |
| Participation rate | 21.4% | 84.5%-63.1pp | 82.4%-60.9pp | 81.2%-59.8pp |
| Annual return | -16.23% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $499 | $5,243-90.5% | $4,814-89.6% | $4,740-89.5% |
| Participant deferral / active EE | $764 | $7,799-90.2% | $7,446-89.7% | $6,400-88.1% |
| Admin fee / account holder | $191 | $11,571-98.3% | $10,010-98.1% | $11,426-98.3% |